Iag Wealth Partners, Llc
- Regulatory AUM
- $1.9B
- Discretionary
- $1.9B
- Clients
- 2,356
- Avg AUM / client
- $793K
- Accounts
- 6,310
- Employees
- 15
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,792 | $668M | 35.7% |
| High net worth individuals | 547 | $1.2B | 63.1% |
| Pension and profit sharing plans | Fewer than 5 clients | $2.1M | 0.11% |
| Charitable organizations | 10 | $11.9M | 0.64% |
| Corporations and other businesses | 7 | $7.8M | 0.42% |
People (16)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Lori Ann Watt | President And Treasurer | CFP | Jan 1988 (39y) | 25% – 50% |
| Scott David Heins | Member | CFP | May 2000 (26y) | 10% – 25% |
| Christopher William Mitchell | Member | CFP | Jul 2005 (21y) | 10% – 25% |
| Anne Caroline Sapienza | Member | Mar 2009 (17y) | 10% – 25% | |
| Thomas Lee Peterson | Member | Feb 2011 (15y) | 10% – 25% | |
| Russell Joseph Peterson | Member | Chartered Financial Consultant | Mar 2012 (14y) | 5% – 10% |
| Jennifer Ann Vonruden | Chief Compliance Officer | Apr 2016 (10y) | Less than 5% | |
| Michael Lee Kutz | Registered representative | Feb 2011 (15y) | ||
| Debra Beverly Melvin | Registered representative | Mar 2014 (12y) | ||
| Jayme Lee Heineck | Registered representative | Apr 2016 (10y) | ||
| Michael John Koerner | Registered representative | Sep 2017 (9y) | ||
| Jesse Michael Sindorf | Registered representative | CFP | Jan 2019 (8y) | |
| Jason Eugene Ganiere | Registered representative | CFP | Aug 2022 (4y) | |
| Kyle James Bence | Registered representative | Jun 2024 (2y) | ||
| Joshua Alex Oswald | Registered representative | May 2025 (1y) | ||
| Kiefer A Baumbach | Registered representative | Jun 2026 (0y) |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 970 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- LPL Financial $1.9B (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗