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Iag Wealth Partners, Llc

Tel: 262/446-8150
N19 W24200 Riverwood Drive
Suite 150
Waukesha, Wisconsin  53188

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Iag Wealth Partners, Llc

Iag Wealth Partners, Llc is a Waukesha, Wisconsin based financial advisory firm with nearly $$1,151,593,958 in assets under management and provides investment advisory services for 4552 clients. There are currently 14 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial Planning, Portfolio Management for Individuals, Selection of Other Advisors, Educational seminars/workshops

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

109721

SEC#:

801-70404

No. of Clients:

4552

Assets under Management

$1,151,593,958

No. of Advisors:

14

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