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| IAG Wealth Partners LLC
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|---|---|
| CRD # | 109721 |
| SEC # | 801-70404 |
| CIK # | 0001827261 |
| AUM | 1,869.0 M (2026-03-27) |
| Employees | 15 (100% Investors, 100% Brokers) |
| Fees | |
| Minimum | |
| Phone | 262-446-8150 |
| Address | N19 W24200 Riverwood Drive Waukesha, WI 53188 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Fees and Compensation — Form ADV Part 2A (3/27/2026) [Brochure] |
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Item 5 - Fees and Compensation Fees paid to IAG are for IAG advisory services only. The fees do not include, for example, the fees charged by third parties such as third-party managers, or accountants and attorneys assisting with providing the client with accounting and legal advice. In brokerage accounts, commissions, markups/markdowns, and other account fees will also be charged by brokerage firms in accordance with the account’s brokerage firm’s normal commission schedule. In advisory accounts held through LPL’s SWM platform, clients generally pay transaction charges and/or other charges described in Item 4 and Item 12, as applicable. See |
| Account Minimums and Types of Clients — Form ADV Part 2A (3/27/2026) [Brochure] |
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Item 7 - Types of Clients/Minimum Account Size IAG makes its advisory services available to a wide variety of clients including, but not limited to, individuals, corporations and other business entities. Clients using various LPL programs are subject to a minimum fee based upon minimum account size, as described in Item 4. |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,792 | 667.6 |
| (b) Individuals (high net worth individuals) | 547 | 1,179.6 |
| (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 | 2.1 |
| (h) Charitable organizations | 10 | 11.9 |
| (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 | 7 | 7.8 |
| (n) Other | 0 | 0.0 |
| Total | 6,310 | 1,869.0 |
| By Discretionary | ||
| Discretionary | 6,310 | 1,869.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 6,310 | 1,869.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,869.0 | |
| Total | 6,310 | 1,869.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001827261] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail, Research |
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