Iag Wealth Partners, LLC
Waukesha, WI·SEC-registered · CRD #109721
Iag Wealth Partners, LLC is an SEC-registered investment advisory firm in Waukesha, WI managing $1.9B across 6.3k client accounts, with 15 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.9B
Client accounts
6.3k
Advisory staff
15
Fee model
Fee-based
How Iag Wealth Partners, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Iag Wealth Partners, LLC
How much does Iag Wealth Partners, LLC manage?
Per its most recent SEC Form ADV filing (03/27/2026), Iag Wealth Partners, LLC reports $1.9B in regulatory assets under management across roughly 6.3k client accounts.
How does Iag Wealth Partners, LLC charge?
Iag Wealth Partners, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Iag Wealth Partners, LLC a fiduciary?
Yes. Iag Wealth Partners, LLC is registered with the U.S. Securities and Exchange Commission (CRD #109721), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Iag Wealth Partners, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Iag Wealth Partners, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Waukesha, WI
Profile compiled from Iag Wealth Partners, LLC's public SEC Form ADV filing (CRD #109721, filed 03/27/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Iag Wealth Partners, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Iag Wealth Partners, LLC? Claim this profile.