Iag Wealth Partners, LLC

Overview

Iag Wealth Partners, LLC is an SEC registered investment adviser based in Waukesha, WI, registered since 2009. It reports $1.9B in assets under management across 6,310 accounts, with 15 employees. It has 16 investment adviser representatives.

Reported AUM

$1.9B

Discretionary

100%

Accounts

6,310

Average account

$296K

Employees

15

Advisory reps

16

Registered since

2009

Jurisdictions

22

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 7

• Lori Ann Watt President, Treasurer CRD 1384309
• Jennifer Ann Vonruden Chief Compliance Officer CRD 2642858
• Anne Caroline Sapienza Member CRD 5278627

4 more executive officers, with direct contact details

Advisory reps 3 of 16

• Kiefer A Baumbach Registered Rep · Investment Adviser Rep CRD 7069455
• Kyle James Bence Registered Rep · Investment Adviser Rep CRD 7495107
• Jason Eugene Ganiere Registered Rep · Investment Adviser Rep CRD 6250254

13 more advisory reps, with emails, phones and branch locations

Location

Headquarters

N19W24200 Riverwood Dr Ste 150
Waukesha, WI 53188

County

Waukesha

Metro area

Milwaukee-Waukesha, WI

Region

Midwest

Registrations

• SEC registered
• Registered in 22 jurisdictions
• Website: iagwealthpartners.com

Every state, with registration dates

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