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IAG WEALTH PARTNERS, LLC
CRD 109721File 801-70404
APPROVED
Retail clients
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.87B
Top 25% of cohort (national)
Discretionary AUM
$1.87B
Clients
2,356
6,310 accounts
Employees
15
Top 25% of cohort in WI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jul 28, 2009
- Principal office
- N19 W24200 RIVERWOOD DRIVE, SUITE 150, WAUKESHA, WI, 53188
- Phone
- 262-446-8150
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.87B
- Discretionary AUM
- $1.87B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 6,310
- Non-discretionary accounts
- 0
- Total accounts
- 6,310
- AUM per client
- $793K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 7 | $7.8M |
| Charitable organizations | 10 | $11.9M |
| High net worth individuals | 547 | $1.18B |
| Pension and profit sharing plans | Fewer than 5 | $2.1M |
| Individuals (other than high net worth individuals) | 1,792 | $667.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.