IAG Wealth Partners provides financial planning, portfolio management for individuals and small businesses, selecting other managers, educational seminars, and insurance. Financial planning was provided to 2,500 clients last fiscal year.
IAG Wealth Partners reports 2,356 clients. They include 1,792 individual clients, 547 high-net-worth individuals and 10 charitable organizations. Of its assets, 100.0% ($1.87B across 6,310 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 76% | 36% |
| High-net-worth individuals | 23% | 63% |
| Pension and profit-sharing plans | Fewer than 5 | <1% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | <1% | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 1,792 | $668M | 35.7% | $373K |
| High-net-worth individuals | 547 | $1.18B | 63.1% | $2.16M |
| Pension and profit-sharing plans | Fewer than 5 | $2.12M | 0.1% | — |
| Charitable organizations | 10 | $11.9M | 0.6% | $1.19M |
| Corporations and other businesses | 7 | $7.78M | 0.4% | $1.11M |
| Total | 2,356 | $1.87B | 100% | — |
- Clients
- 1,792
- Regulatory AUM
- $668M
- AUM share
- 35.7%
- Avg. per client
- $373K
- Clients
- 547
- Regulatory AUM
- $1.18B
- AUM share
- 63.1%
- Avg. per client
- $2.16M
- Clients
- Fewer than 5
- Regulatory AUM
- $2.12M
- AUM share
- 0.1%
- Avg. per client
- —
- Clients
- 10
- Regulatory AUM
- $11.9M
- AUM share
- 0.6%
- Avg. per client
- $1.19M
- Clients
- 7
- Regulatory AUM
- $7.78M
- AUM share
- 0.4%
- Avg. per client
- $1.11M
Total
- Clients
- 2,356
- Regulatory AUM
- $1.87B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 2500
IAG Wealth Partners charges up to 1.75% a year for its Investment Advisory Service Fee. The fee is billed in advance and is negotiable. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- Consulting Services
- Hourly consulting fees range from $75 to $300, depending on the technical nature of the services requested.
- Initial Financial Planning
- Initial financial planning starts at $1,200 for the first six months, is negotiable, and is payable half in advance and half on presentation of the plan.
- Ongoing Financial Planning
- Ongoing financial planning is a negotiable retainer set after the initial plan, billed monthly, quarterly, semi-annually or annually.
Lori Watt owns 25% to 50% of IAG Wealth Partners. The leadership team of IAG Wealth Partners includes President Lori Watt and Chief Compliance Officer Jennifer Vonruden. It has 15 employees.
Leadership
- Lori WattPresident
- Jennifer VonrudenChief Compliance Officer
- Scott HeinsMember
- Christopher MitchellMember
- Thomas PetersonMember
- Anne SapienzaMember
- Russell PetersonMember
Investment adviser representatives
17 representatives listed in the SEC register as of 9 October 2026.
- Kiefer A Baumbach
- Kyle James Bence
- Jason Eugene Ganiere
- Jayme Lee Heineck
- Scott David Heins
- Michael John Koerner
- Jesse Solomon Kutz
- Michael Lee Kutz
- Debra Beverly Melvin
- Christopher William Mitchell
- Joshua Alex Oswald
- Russell Joseph Peterson
- Thomas Lee Peterson
- Anne Caroline Sapienza
- Jesse Michael Sindorf
- Jennifer Ann Vonruden
- Lori Ann Watt
Staff
- 15 employees
- 15 in advisory functions
- 15 state-registered reps
- 15 broker-dealer reps
- 11 insurance agents
- 1 soliciting firm
- Owns 25% to 50% of Iag Wealth Partners, LLC
Lori Watt
Control person · since January 1988
- Owns 10% to 25% of Iag Wealth Partners, LLC
Scott Heins
Control person · since January 2018
- Owns 10% to 25% of Iag Wealth Partners, LLC
Christopher Mitchell
Control person · since January 2018
- Owns 10% to 25% of Iag Wealth Partners, LLC
Thomas Peterson
since January 2022
- Owns 10% to 25% of Iag Wealth Partners, LLC
Anne Sapienza
since January 2021
- Owns 5% to 10% of Iag Wealth Partners, LLC
Russell Peterson
since January 2022
IAG Wealth Partners’ regulatory assets grew 2.0× from $937M (March 2021) to $1.87B (March 2026); clients rose from 1,698 to 2,356 and employees were 15 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $1.87B | 2,356 | 15 | 4 |
| March 2025 | $1.59B | 2,229 | 14 | 4 |
| June 2024 | $1.33B | 2,070 | 13 | 3 |
| March 2023 | $1.1B | 1,919 | 14 | 3 |
| April 2022 | $1.15B | 1,805 | 14 | 3 |
| March 2021 | $937M | 1,698 | 15 | 3 |
Besides its headquarters, IAG Wealth Partners has 3 offices (1 private residence, listed without an address), with 3 listed addresses in Wisconsin.
Wisconsin · 3 listed addresses
- N19 W24200 Riverwood Drive, Suite 150, WaukeshaHQ
- One Parker Place, Janesville
- 15900 W. Bluemound RD., Brookfield
Contact and registration details
- Legal name
- Iag Wealth Partners, LLC
- Headquarters
- N19 W24200 Riverwood Drive, Suite 150, Waukesha, WI 53188
- Website
- iagwealthpartners.com
- Phone
- 262-446-8150
- SEC file
- 801-70404
- Structure
- Wisconsin LLC
- Fiscal year end
- December
IAG Wealth Partners uses LPL Financial ($1.86B) as custodian for its separately managed accounts. IAG Wealth Partners does not have custody of client assets.
- LPL FinancialLPL Financial LLC · Boston, MA · $1.86B100%
At year end, IAG Wealth Partners’ separately managed accounts were mostly in funds (95%). Its reported 13F holdings for the quarter ended 30 June 2026 total $1.01B across 508 positions; the largest are State Street (7.3%), JPMORGAN Active (5.9%) and Avantis Intl (5.2%).
What the accounts hold
- Stocks2%
- Funds95%
- Bonds1%
- Cash2%
Reported 13F holdings
- $1.01B
- Reported 13F value
- 508
- Positions
- 43.2%
- In the 10 largest
- +12.8%
- Value vs. prior quarter
- State Street · MF Closed And MF Open7.3%
- JPMORGAN Active · MF Closed And MF Open5.9%
- Avantis Intl · MF Closed And MF Open5.2%
- Nyli Mackay · MF Closed And MF Open4.7%
- Goldman Sachs · MF Closed And MF Open4.5%
- Wisdomtree U S · MF Closed And MF Open3.8%
- Goldman Sachs · MF Closed And MF Open3.2%
- iShares Core · MF Closed And MF Open3.1%
- iShares Core · MF Closed And MF Open2.8%
- Fidelity Enhanced · MF Closed And MF Open2.7%
Together, the ten largest are 43.2% of reported value.
How many clients does IAG Wealth Partners have?
IAG Wealth Partners has 2,356 clients and manages $1.87 billion for them, as of March 2026. They include 1,792 individual clients, 547 high-net-worth individuals and 10 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026
What services does IAG Wealth Partners offer?
IAG Wealth Partners provides financial planning, portfolio management for individuals and small businesses, selecting other managers, educational seminars, and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does IAG Wealth Partners charge?
IAG Wealth Partners charges up to 1.75% a year for its Investment Advisory Service Fee. The fee is billed in advance and is negotiable.
Source: PART 2A, filed 27 March 2026
Which custodians does IAG Wealth Partners use?
IAG Wealth Partners’ separately managed account assets are held at LPL Financial LLC (Boston, MA), with $1.86B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 March 2026
How many financial advisors does IAG Wealth Partners have?
IAG Wealth Partners has 15 investment adviser representatives registered with state securities authorities, out of 15 employees, and 15 perform investment advisory functions. 15 employees are registered representatives of a broker-dealer and 11 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does IAG Wealth Partners invest in?
At the end of its last fiscal year, IAG Wealth Partners’ separately managed accounts held 95% registered funds (mutual funds, ETFs, BDCs), 2% exchange-traded equities, 2% cash and equivalents and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns IAG Wealth Partners?
IAG Wealth Partners’ direct owners are Scott Heins, Lori Watt, Christopher Mitchell, Thomas Peterson, Anne Sapienza and Russell Peterson, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 27 March 2026
How does IAG Wealth Partners get paid?
IAG Wealth Partners is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact IAG Wealth Partners?
IAG Wealth Partners’ main office is at N19 W24200 Riverwood Drive, Suite 150, Waukesha, WI 53188. Its phone number is 262-446-8150. Its website is iagwealthpartners.com.