SourcingSourcing

IAG WEALTH PARTNERS, LLC

C43
CRD 109721·SEC 801-70404·WAUKESHA, WI
AUM
$1.87B
$1B+
Est. Revenue
$18.7M
@ 1% on AUM
Est. EBITDA
$5.6M
@ 30% margin
Est. Deal Value
$44.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
IAG WEALTH PARTNERS, LLC
CRD
109721
SEC file #
801-70404
EIN
271506963
DBA names
—

Economics

AUM
$1.87B
AUM band
$1B+
AUM trajectory
'20'26
$598.3M → $1.87B▲ +212%
Client mix
Individuals Other1,792
Individuals High Net Worth547
Charitable Organizations10
Corporations7

Operations

Employees (total)
15
Advisory staff (per ADV)
15
Advisory staff (5-yr trend)
'20'26
13 advisors → 15 advisors▲ +15%
Primary office
WAUKESHA WI
Branches
—

Custodian & Brokerage

Primary custodian
LPL Financiallow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisersEducational Seminars Workshops
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
facebook.com/iagwealthpartners(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
WATT, LORI, ANN
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
7
Control Persons
WATT, LORI, ANN
HEINS, SCOTT, DAVID
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:facebook.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001827261
Edgar Registered
Yes
Edgar Filing Count
28
Edgar First Filing Date
2021-02-11
Edgar Last Filing Date
2026-04-29
Edgar 13f Count
26
Edgar 13f Latest AUM Estimate
Filing Date2026-04-29
Accession0001104659-26-051488

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
15
Bc Firm Active IA Count
15
Bc Firm IAR Count
15
Custodian Candidates
Full
Lpl Financial4
E*trade4
Edgar Addresses
Mailing
N19W24200 RIVERWOOD DRIVESUITE 150WAUKESHA, WI 53188
Business
N19W24200 RIVERWOOD DRIVESUITE 150WAUKESHA, WI 53188
Edgar EIN
271506963
Edgar Recent Filings
13F-HR2026-04-29 · 0001104659-26-051488
13F-HR2026-02-10 · 0001104659-26-012592
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
1384309
Trust Company Affiliate
No

People (15)

15
WATT, LORI, ANN
IAR · Direct Owner · 37.5%
1384309
SAPIENZA, ANNE, CAROLINE
IAR · Direct Owner · 17.5%
5278627
HEINS, SCOTT, DAVID
IAR · Direct Owner · 17.5%
4000196
MITCHELL, CHRISTOPHER, WILLIAM
IAR · Direct Owner · 17.5%
4238153
PETERSON, THOMAS, LEE
IAR · Direct Owner · 17.5%
4552478
PETERSON, RUSSELL, JOSEPH
IAR · Direct Owner · 7.5%
2171172
VONRUDEN, JENNIFER, ANN
IAR · Executive Officer · 2.5%
2642858
MICHAEL JOHN KOERNER
IAR
2990420
Joshua Alex Oswald
IAR
7516936
JAYME LEE HEINECK
IAR
6169527
MICHAEL LEE KUTZ
IAR
4827231
JESSE MICHAEL SINDORF
IAR
6621005
DEBRA BEVERLY MELVIN
IAR
4869761
JASON EUGENE GANIERE
IAR
6250254
Kyle James Bence
IAR
7495107