# IAG Wealth Partners, LLC

> IAG Wealth Partners, LLC is an SEC-registered investment advisory firm in Waukesha, WI, registered since 2009, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 109721
- Filed as: IAG WEALTH PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Waukesha, WI
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/109721
- AdvisorCensus page: https://advisorcensus.com/firm/iag-wealth-partners-llc-waukesha-wi-109721

## Quick answers

**How is IAG Wealth Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), IAG Wealth Partners, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is IAG Wealth Partners, LLC located?**
IAG Wealth Partners, LLC's principal office is in Waukesha, WI, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is IAG Wealth Partners, LLC registered with the SEC or a state?**
IAG Wealth Partners, LLC is an SEC-registered investment advisory firm, registered since 2009. Status as filed: Approved. CRD 109721.

**How much does IAG Wealth Partners, LLC manage?**
IAG Wealth Partners, LLC reports $1,868,964,951 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**How have IAG Wealth Partners, LLC's assets and staff changed since 2021?**
In the Form ADV data for IAG Wealth Partners, LLC: Regulatory assets under management: $937,074,397 in the October 2021 data and $1,868,964,951 in the October 2026 data, up 99%. Total employees: 15 in October 2021 and 15 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does IAG Wealth Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,792); high net worth individuals (547); charitable organizations (10).

**Which custodians does IAG Wealth Partners, LLC use?**
IAG Wealth Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC as a custodian holding 10% or more of its separately managed account assets.

**Does IAG Wealth Partners, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/109721

**What changed in IAG Wealth Partners, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 14 to 15. Regulatory assets under management went from $1,585,348,067 to $1,868,964,951 (+18%). Registered or notice-filed in MO, NV, NY, UT.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- LPL Financial LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,868,964,951
- Discretionary: $1,868,964,951
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,792 | $667,576,690 |
| High net worth individuals | 547 | $1,179,616,525 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $2,115,068 |
| Charitable organizations | 10 | $11,872,450 |
| Corporations or other businesses not listed above | 7 | $7,784,218 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2009 (17 years)
- Employees: 15 total, 15 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, GA, IA, IL, IN, KY, MI, MN, MO, NC, NV, NY, OH, SC, TN, TX, UT, VA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Brookfield, WI
- Janesville, WI

### Websites listed on Form ADV (Item 1.I)
- iagwealthpartners.com
- Facebook @IAGWEALTHPARTNERS
- LinkedIn @investors-advisory-group
- X @IAGWAUKESHA

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $937,074,397 | 15 | March 26, 2021 |
| October 2022 | $1,151,593,958 | 14 | April 7, 2022 |
| October 2023 | $1,101,831,560 | 14 | August 28, 2023 |
| October 2024 | $1,333,579,724 | 13 | June 25, 2024 |
| October 2025 | $1,585,348,067 | 14 | March 26, 2025 |
| October 2026 | $1,868,964,951 | 15 | March 27, 2026 |

Regulatory assets under management: $937,074,397 in the October 2021 data and $1,868,964,951 in the October 2026 data, up 99%.
Total employees: 15 in October 2021 and 15 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 14 to 15.
- Regulatory assets under management went from $1,585,348,067 to $1,868,964,951 (+18%).
- Registered or notice-filed in MO, NV, NY, UT.

### January 2026
- No longer registered or notice-filed in NH, WA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. IAG Wealth Partners, LLC (CRD 109721): Form ADV filing data as of October 2026.