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IAG Wealth Partners
IAG Wealth Partners, LLC is an SEC-registered investment adviser in Waukesha, WI, registered since 2009. The firm manages approximately $1.9 billion in assets.
Overview
IAG Wealth Partners, LLC is an SEC-registered investment adviser in Waukesha, WI, registered since 2009. The firm manages approximately $1.9 billion in assets. It has 15 employees and 15 investment advisers.
General information
Firm type
Multi Family Office
Frequently asked questions
How does IAG Wealth Partners source deal flow?
There is no public information on proprietary sourcing mechanisms. Multi-family offices of this type often rely on networks of advisors, custodians, or co-investment clubs, but this cannot be confirmed for IAG Wealth Partners.
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