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IAG WEALTH PARTNERS, LLC

WAUKESHA, WI · CRD 109721 · IAPD ↗ · 262-446-8150

$1.87BRegulatory AUM
15Advisory reps
15Employees
0Clients
More than 500Planning clients
0Private funds
22States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — IAG WEALTH PARTNERS, LLC notice-filed in MO, NV, NY, UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2025 — IAG WEALTH PARTNERS, LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
51
April 2024 — IAG WEALTH PARTNERS, LLC notice-filed in GA, IA, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.