IAG Wealth Partners LLC

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Assets, Funds, Holdings

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IAG Wealth Partners LLC
CRD #109721
SEC #801-70404
CIK #0001827261
AUM 1,869.0 M (2026-03-27)
Employees 15 (100% Investors, 100% Brokers)
Fees
Minimum
Phone262-446-8150
AddressN19 W24200 Riverwood Drive
Waukesha, WI 53188
Source [IAPD] [EDGAR] [Website] [Twitter] [Facebook]
Total AUM ($M)
19001520114076038002009201520212027
Fees and Compensation — Form ADV Part 2A (3/27/2026) [Brochure]
Item 5 - Fees and Compensation
Fees paid to IAG are for IAG advisory services only. The fees do not include, for example, the fees charged
by third parties such as third-party managers, or accountants and attorneys assisting with providing the
client with accounting and legal advice. In brokerage accounts, commissions, markups/markdowns, and
other account fees will also be charged by brokerage firms in accordance with the account’s brokerage
firm’s normal commission schedule. In advisory accounts held through LPL’s SWM platform, clients
generally pay transaction charges and/or other charges described in Item 4 and Item 12, as applicable. See
Account Minimums and Types of Clients — Form ADV Part 2A (3/27/2026) [Brochure]
Item 7 - Types of Clients/Minimum Account Size
IAG makes its advisory services available to a wide variety of clients including, but not limited to,
individuals, corporations and other business entities.
Clients using various LPL programs are subject to a minimum fee based upon minimum account size, as
described in Item 4.
AUM Breakdown Accounts AUM ($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
ServesInstitutional, Retail, Research
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