Updated:
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.
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. It has 15 employees and 15 investment advisers.
General information
Firm type
Multi Family Office
Frequently asked questions
Who runs investment decisions at IAG Wealth Partners?
No named principal or investment committee has been identified in public records. The firm likely delegates investment decisions to internal professionals, but their identities are not disclosed (per public record).
What services does IAG Wealth Partners offer?
Based on its registration as a multi-family office, the firm typically provides investment management, estate planning, tax strategy, and trust services for multiple families. However, no specific service list is publicly available.
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.
Is IAG Wealth Partners a single-family or multi-family office?
The firm is registered as a multi-family office, meaning it manages capital for multiple independent families rather than a single fortune. This structure is common for firms seeking diversified client bases (per public record).
Where does the underlying wealth come from for IAG Wealth Partners' clients?
The wealth origin is not disclosed. The firm does not publicly name client families or the sources of their fortunes, which is typical for multi-family offices that prioritize client privacy.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: