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⚲
|
| IAG Wealth Partners LLC
✚
|
|
|---|---|
| CRD # | 109721 |
| SEC # | 801-70404 |
| CIK # | 0001827261 |
| AUM | $1.1 BB (2023-03-27) |
| Employees | 14 (100% Investors, 93% Brokers) |
| Phone | 262-446-8150 |
| Address | N19 W24200 Riverwood Drive Waukesha, WI 53188 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,582 | 496.9 |
| (b) Individuals (high net worth individuals) | 329 | 591.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 5.6 |
| (h) Charitable organizations | 8 | 5.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 2.7 |
| (n) Other | 0 | 0.0 |
| Total | 4,953 | 1,101.8 |
| By Discretionary | ||
| Discretionary | 4,953 | 1,101.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4,953 | 1,101.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,101.8 | |
| Total | 4,953 | 1,101.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001827261] |
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|
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