Iag Wealth Partners, LLC
● SEC registered since 2009CRD 109721SEC# 801-70404Waukesha, WI
Reg. AUM
$1.87B
Employees
15
Accounts
6,310
Location
Waukesha, WI
Iag Wealth Partners, LLC assets under management
Iag Wealth Partners, LLC is an investment advisory firm registered with the SEC based in Waukesha, WI. The firm has been registered since 2009. It reports $1.9 billion in regulatory assets under management and employs 15 people.
Iag Wealth Partners, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anne Caroline Sapienza | Member | 10-25% | 2021 |
| Christopher William Mitchell Control | Member | 10-25% | 2018 |
| Jennifer Ann Vonruden | Chief Compliance Officer | Under 5% | 2022 |
See all 7 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Iag Wealth Partners, LLC manage?
Iag Wealth Partners, LLC reports $1.9 billion in regulatory assets under management on its Form ADV.
How many employees does Iag Wealth Partners, LLC have?
Iag Wealth Partners, LLC reports 15 employees.
Where is Iag Wealth Partners, LLC located?
Iag Wealth Partners, LLC is based in Waukesha, WI and has been SEC-registered since 2009.
Does Iag Wealth Partners, LLC disclose fund performance?
Iag Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | N19 W24200 Riverwood Drive, Suite 150, Waukesha, WI 53188 |
| Phone | 262-446-8150 |
| Fax | 262-446-8135 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.87B▲ 18%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 23%
Larger than 77% of 16,271 advisers
EmployeesTop 30%
More than 70% of 16,825 advisers
Assets under management
$1.87Bregulatory AUM
Discretionary $1.87B