IAG WEALTH PARTNERS, LLC
CRD #109721 SEC #801-70404 WAUKESHA, WI 262-446-8150
SEC Registered
Total AUM
$1.6B
Discretionary
$1.6B
Employees
14
Clients
--
Accounts
5,857
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.6B | $1.6B | $0 | 14 | 0 |
| Jun 2024 | $1.3B | $1.3B | $0 | 13 | 0 |
| Mar 2024 | $1.3B | $1.3B | $0 | 13 | 0 |
| Mar 2024 | $1.3B | $1.3B | $0 | 13 | 0 |
| Aug 2023 | $1.1B | $1.1B | $0 | 14 | 0 |
| Mar 2023 | $1.1B | $1.1B | $0 | 14 | 0 |
| Apr 2022 | $1.2B | $1.2B | $0 | 14 | 0 |
| Mar 2022 | $1.2B | $1.2B | $0 | 14 | 0 |
| Mar 2021 | $937.1M | $937.1M | $0 | 15 | 0 |
| Dec 2020 | $753.9M | $753.9M | $0 | 15 | 0 |
| Jun 2020 | $753.9M | $753.9M | $0 | 15 | 0 |
| Mar 2020 | $753.9M | $753.9M | $0 | 15 | 0 |
| Oct 2019 | $598.3M | $598.3M | $0 | 15 | 0 |
| Mar 2019 | $598.3M | $598.3M | $0 | 15 | 0 |
| Oct 2018 | $533.2M | $533.2M | $0 | 13 | 0 |
| May 2018 | $533.2M | $533.2M | $0 | 13 | 0 |
| Mar 2018 | $533.2M | $533.2M | $0 | 13 | 0 |
| Mar 2017 | $682.6M | $362.6M | $320M | 12 | 1,100 |
| Mar 2016 | $605.6M | $304.2M | $301.5M | 12 | 700 |
| Mar 2015 | $590.9M | $265.9M | $324.9M | 11 | 700 |
| Sep 2014 | $526.1M | $220.1M | $306M | 11 | 700 |
| Mar 2014 | $526.1M | $220.1M | $306M | 11 | 700 |
| Apr 2013 | $450M | $190M | $260M | 11 | 700 |
| Apr 2013 | $450M | $190M | $260M | 11 | 700 |
| May 2012 | $400M | $175M | $225M | 6 | 400 |
| Mar 2012 | $400M | $175M | $225M | 6 | 400 |
| May 2011 | $224M | $50M | $174M | 10 | -- |
| Mar 2011 | $224M | $50M | $174M | 10 | -- |
| Feb 2011 | $224M | $50M | $174M | 10 | -- |
| Dec 2010 | $224M | $50M | $174M | 10 | -- |
| Sep 2010 | $224M | $50M | $174M | 10 | -- |
| Aug 2010 | $224M | $50M | $174M | 10 | -- |
| Jul 2009 | $150M | $45M | $105M | 10 | -- |
DateMar 2025
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees14
Clients0
DateJun 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees13
Clients0
DateMar 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees13
Clients0
DateMar 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees13
Clients0
DateAug 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees14
Clients0
DateMar 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees14
Clients0
DateApr 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees14
Clients0
DateMar 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees14
Clients0
DateMar 2021
Total AUM$937.1M
Discretionary$937.1M
Non-Disc.$0
Employees15
Clients0
DateDec 2020
Total AUM$753.9M
Discretionary$753.9M
Non-Disc.$0
Employees15
Clients0
DateJun 2020
Total AUM$753.9M
Discretionary$753.9M
Non-Disc.$0
Employees15
Clients0
DateMar 2020
Total AUM$753.9M
Discretionary$753.9M
Non-Disc.$0
Employees15
Clients0
DateOct 2019
Total AUM$598.3M
Discretionary$598.3M
Non-Disc.$0
Employees15
Clients0
DateMar 2019
Total AUM$598.3M
Discretionary$598.3M
Non-Disc.$0
Employees15
Clients0
DateOct 2018
Total AUM$533.2M
Discretionary$533.2M
Non-Disc.$0
Employees13
Clients0
DateMay 2018
Total AUM$533.2M
Discretionary$533.2M
Non-Disc.$0
Employees13
Clients0
DateMar 2018
Total AUM$533.2M
Discretionary$533.2M
Non-Disc.$0
Employees13
Clients0
DateMar 2017
Total AUM$682.6M
Discretionary$362.6M
Non-Disc.$320M
Employees12
Clients1,100
DateMar 2016
Total AUM$605.6M
Discretionary$304.2M
Non-Disc.$301.5M
Employees12
Clients700
DateMar 2015
Total AUM$590.9M
Discretionary$265.9M
Non-Disc.$324.9M
Employees11
Clients700
DateSep 2014
Total AUM$526.1M
Discretionary$220.1M
Non-Disc.$306M
Employees11
Clients700
DateMar 2014
Total AUM$526.1M
Discretionary$220.1M
Non-Disc.$306M
Employees11
Clients700
DateApr 2013
Total AUM$450M
Discretionary$190M
Non-Disc.$260M
Employees11
Clients700
DateApr 2013
Total AUM$450M
Discretionary$190M
Non-Disc.$260M
Employees11
Clients700
DateMay 2012
Total AUM$400M
Discretionary$175M
Non-Disc.$225M
Employees6
Clients400
DateMar 2012
Total AUM$400M
Discretionary$175M
Non-Disc.$225M
Employees6
Clients400
DateMay 2011
Total AUM$224M
Discretionary$50M
Non-Disc.$174M
Employees10
Clients--
DateMar 2011
Total AUM$224M
Discretionary$50M
Non-Disc.$174M
Employees10
Clients--
DateFeb 2011
Total AUM$224M
Discretionary$50M
Non-Disc.$174M
Employees10
Clients--
DateDec 2010
Total AUM$224M
Discretionary$50M
Non-Disc.$174M
Employees10
Clients--
DateSep 2010
Total AUM$224M
Discretionary$50M
Non-Disc.$174M
Employees10
Clients--
DateAug 2010
Total AUM$224M
Discretionary$50M
Non-Disc.$174M
Employees10
Clients--
DateJul 2009
Total AUM$150M
Discretionary$45M
Non-Disc.$105M
Employees10
Clients--