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IAG WEALTH PARTNERS, LLC
CRD 109721File 801-70404
APPROVED
Retail clients
Filing as of Mar 27, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 14 | 15 | increased by1 |
| Apr 1, 2026 | Clients | 2,229 | 2,356 | increased by127 |
| Apr 1, 2026 | AUM | $1,585,348,067 | $1,868,964,951 | increased by$283,616,884 |
| Apr 1, 2026 | Accounts | 5,857 | 6,310 | increased by453 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,805 | 2,229 | increased by424 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,151,593,958 | $1,585,348,067 | increased by$433,754,109 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 4,552 | 5,857 | increased by1,305 |
| Apr 1, 2022 | Employees | 15 | 14 | decreased by1 |
| Apr 1, 2022 | Clients | 1,698 | 1,805 | increased by107 |
| Apr 1, 2022 | AUM | $937,074,397 | $1,151,593,958 | increased by$214,519,561 |
| Apr 1, 2022 | Accounts | 4,169 | 4,552 | increased by383 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “IAG WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“IAG WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.