| Name | Title | Ownership | Since |
|---|---|---|---|
| Anne Caroline Sapienza | Member | 10-25% | 2021 |
| Christopher William Mitchell Control | Member | 10-25% | 2018 |
| Jennifer Ann Vonruden | Chief Compliance Officer | Under 5% | 2022 |
Iag Wealth Partners, LLC reports $1.6 billion in regulatory assets under management on its Form ADV.
Iag Wealth Partners, LLC reports 14 employees.
Iag Wealth Partners, LLC is based in Waukesha, WI and has been SEC-registered since 2009.
Iag Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | N19 W24200 Riverwood Drive, Suite 150, Waukesha, WI 53188 |
| Phone | 262-446-8150 |
| Fax | 262-446-8135 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $1.59B |
| Non-discretionary | $0 |
| Total (RAUM) | $1.59B |