# IAG WEALTH PARTNERS, LLC

IAG WEALTH PARTNERS, LLC of WAUKESHA, WI is an SEC-registered investment adviser.

## Registration

- CRD: 109721
- Type: SEC-registered investment adviser
- SEC file number: 801-70404
- Location: N19 W24200 RIVERWOOD DRIVE, SUITE 150, WAUKESHA, WI, 53188
- Phone: 262-446-8150
- Latest filing: 2026-03-27
- Regulatory AUM: $1.9B
- Discretionary AUM: $1.9B
- Clients: 15
- Accounts: 6,310

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (15)

| Name | Role | Location |
| --- | --- | --- |
| Lori Ann Watt | PRESIDENT AND TREASURER | — |
| Scott David Heins | MEMBER | — |
| Christopher William Mitchell | MEMBER | — |
| Thomas Lee Peterson | MEMBER | — |
| Anne Caroline Sapienza | MEMBER | — |
| Russell Joseph Peterson | MEMBER | — |
| Jennifer Ann Vonruden | CHIEF COMPLIANCE OFFICER | — |
| MITCHELL WILLIAM | MEMBER | — |
| WATT LORI ANN | PRESIDENT AND TREASURER | — |
| KUHLENBECK SUSAN CHRISTINE | SECRETARY, VICE PRESIDENT, AND CHIEF COMPLIANCE OFFICER; VICE PRESIDENT, SECRETARY, CHIEF COMPLIANCE OFFICER | — |
| HEINS SCOTT DAVID | MEMBER | — |
| PETERSON THOMAS LEE | MEMBER | — |
| SAPIENZA ANNE CAROLINE | MEMBER | — |
| PETERSON RUSSELL JOSEPH | MEMBER | — |
| VONRUDEN JENNIFER ANN | CHIEF COMPLIANCE OFFICER | — |


## Branch offices (3)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| BROOKFIELD | WI | 2 | 262-446-8150 |
| JANESVILLE | WI | 1 | 608-743-0251 |
| — | — | 1 | 262-446-8150 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/109721/brochure
- Similar advisers: https://search.stillhousedata.com/firm/109721/similar
- Related entities: https://search.stillhousedata.com/firm/109721/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/109721

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.