IAG WEALTH PARTNERS, LLC
Firm details
- Headquarters
- WAUKESHA, Wisconsin
- CRD number
- 109721
- Registered since
- July 28, 2009
- Website
- iagwealthpartners.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI63.12%
- Individuals35.72%
- Charitable Organizations0.64%
- Corporations / Businesses0.42%
- Pension & Profit Sharing Plans0.11%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
IAG Wealth Partners, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2009. The firm positions itself as a capital allocator serving individuals, families and some institutional clients. Its service set centers on financial planning, portfolio management for individuals and small businesses, manager selection and educational seminars and workshops. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm does not report an ESG investing focus and is not registered as a multi-state adviser or pension consultant. Public recognition includes placement on the Financial Times Top 300 RIA Firms list (2020) and listings from Forbes among America’s Top RIA Firms (2023) and Top RIA Firms (2024).
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds94%
- Exchange Traded Equities3%
- Cash & Cash Equivalents2%
- State & Local Bonds1%
Owners & executives
2 of 2SCOTT HEINS
Partner, Chief Investment OfficerCRD 4000196
LORI WATT
Founder, President, CEOCRD 1384309
Contacts
3 of 13Joshua Oswald
Business OperationsCRD 7516936
JENNIFER VONRUDEN
Financial Advisor and Registered RepresentativeCRD 2642858
CHRISTOPHER MITCHELL
Managing Partner, Financial AdvisorCRD 4238153
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 277Active vs passive
$1.1B in ETFs
57%
$601M
30%
$454M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $64.8M | 846,198 | 6.14% |
Location
WAUKESHA, WI
WAUKESHA
Location
WAUKESHA, WI
Headquartered in WAUKESHA, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.
- Metro area
- Milwaukee-Racine-Waukesha, WI
- Region
- Midwest
- County
- WAUKESHA
- Address
- N19W24200 Riverwood Dr
- Time zone
- CT (UTC-6)
- Office locations
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