# IAG Wealth Partners

IAG Wealth Partners is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 109721
- **SEC file number:** 801-70404
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/109721

## About

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.

## 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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Last updated: 2026-07-06T01:24:18.493Z

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