IAG Wealth Partners
Finance · Wisconsin, United States · 11-50 Employees
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Overview
Headquarters
n19w24200 Riverwood Dr Ste 150, Waukesha...Phone Number
(262) 446-8150Website
www.iagwealthpartners.comRevenue
$6.1 MillionIndustry
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About IAG Wealth Partners
IAG Wealth Partners is an independent, full-service financial planning group based in Waukesha, WI, established in 1985. They provide comprehensive wealth management services, guiding clients through wealth building, retirement planning, and succession planning. Their target clients include professionals, multi-generational families, retirees, and business owners, with a focus on personalized advice and objective financial investment strategies. The firm is dedicated to helping clients achieve their financial goals while maintaining a strong commitment to integrity and holistic planning.Explore more
IAG Wealth Partners Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
11-50
Private
-
2006
JU
James UrdaCertified Financial Planner & Lpl Financial Registered Representative
Company Profile Activity
Activity Insights
IAG Wealth Partners is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
IAG Wealth Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about IAG Wealth Partners.
IAG Wealth Partners financials insights
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2020
Debt
$350K
IAG Wealth Partners Tech Stack
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Most Recent Scoops
Person-Based
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Funding
IAG Wealth Partners has received an SBA PPP loan for $350,000-1 million from Town Bank, supporting the retention of 28 jobs.
Funding
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IAG Wealth Partners is an independent, full-service financial planning group based in Waukesha, WI, established in 1985. They provide comprehensive wealth management services, guiding clients through wealth building, retirement planning, and succession planning. Their target clients include professionals, multi-generational families, retirees, and... Read More
