IAG Wealth Partners, LLC

RIASEC Registered

Total AUM

$1.9B

Discretionary

$1.9B

100% of AUM

Avg account

$296K

Accounts

6,310

Employees

Advisory reps

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

FINTRX

Overview

IAG Wealth Partners, LLC is an independent, individual‑owner registered investment adviser that has been SEC registered since 2009. The firm positions itself as a capital allocator serving both high‑net‑worth individuals and families as well as institutional clients. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed‑fee engagements. Core advisory services emphasize financial planning, discretionary portfolio management for individuals and small businesses, manager selection, and client education through seminars and workshops. The firm is not an active ESG investor. The firm has received industry recognition, including placement on the Financial Times Top 300 RIA Firms list in 2020 and features in Forbes’ RIA rankings in 2023 and 2024.