Iag Wealth Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Waukesha, WI. Its latest Form ADV filing, dated March 27, 2026, reports $1.9B in regulatory assets under management, 15 employees, 3 offices, and 6,310 accounts.
Assets Under Management
$1.9B
Employees
15
Offices
3 offices
Total Clients
2,356
Primary office
WAUKESHA, WI
N19 W24200 RIVERWOOD DRIVE, SUITE 150, WAUKESHA, WI, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 76.1% of total clients.
Top client categories% of clientsClients
1
Individuals
76.1%
1,792
2
HNWI
23.2%
547
3
Charitable
0.4%
10
4
Corporations
0.3%
7
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.9Bas of March 27, 2026
Discretionary100.0%
$1.9B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.9B
Total Accounts6,310
10Y AUM Change+$1.2B (+173.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees15
Clients per Employee157:1
10Y Employee Change+3 (+25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.