IAG Wealth Partners LLC


Assets, Funds, Holdings

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IAG Wealth Partners LLC
CRD #109721
SEC #801-70404
AUM $753.9 MM (100% Disc, 100% US, 2020-06-29)
Employees 15 (87% Investors, 100% Brokers)
AddressN19 W24200 Riverwood Drive
Waukesha, WI 53188
Source [IAPD] [Website] [Facebook]
Total AUM ($MM)
Comparable Firms State AUM ($BB)
Tufton Capital Management LLC
MD 0.8
ACG Advisory Services Inc
VA 0.8
Boulay Financial Advisors LLC
MN 0.8
Manchester Financial Inc
CA 0.8
Richard P Slaughter Associates Inc
TX 0.8
Xpyria Investment Advisors Inc
PA 0.8
NM 0.8
Heartwood Wealth Advisors LLC
VA 0.8
Moloney Securities Asset Management LLC
MO 0.8
Hartford Financial Management Inc
CT 0.7
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