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Building 2IAG WEALTH PARTNERS, LLC

Map pinWAUKESHA, WI
Phone262-446-8150
NotebookSEC #801-70404
Total AUM
$1.9B
Employees
15
Clients
2,357

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
N19 W24200 RIVERWOOD DRIVE
SUITE 150
WAUKESHA
WI 53188
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
262-446-8150
Other Offices
3

ReceiptFinancials

Total AUM
$1.9B
Accounts
6,310
Discretionary
$1.9B
Accounts
6,310
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,792
AUM
$667.6M
HNW Individual Clients
547
AUM
$1.2B
Pension/Profit Sharing Plan Clients
1
AUM
$2.1M
Charitable Organization Clients
10
AUM
$11.9M
Corporation or Business Clients
7
AUM
$7.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLGAIAILINKYMIMNMONCNVNYOHSCTNTXUTVAWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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