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 formed in 2009 and organized as a limited liability company. The firm serves both individual and family clients as well as institutional accounts, offering financial planning, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars and workshops. Fee arrangements include percentage of assets under management, hourly charges, and fixed fees. IAG identifies itself as a capital allocator and is not an active ESG investor. The firm has received industry recognition, appearing on the Financial Times Top 300 RIA Firms list in 2020 and on Forbes’ lists of America’s Top RIA Firms in 2023 and Top RIA Firms in 2024.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 2
Scott Heins
Partner, Chief Investment OfficerCRD 4000196
Lori Watt
Founder, President, CEOCRD 1384309
Contacts
3 of 14
Joshua 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 288Active vs passive
$1.2B in ETFs
56%
$663M
30%
$527M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $73.7M | 838,486 | 6.19% |
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
- N19 W24200 Riverwood Dr
- Time zone
- CT (UTC-6)
- Office locations
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