Iag Wealth Partners Revenue, Growth & Competitor Profile

DBA IAG WEALTH PARTNERS, LLC

Company Profile & Annual Report for Iag Wealth Partners

Access the complete profile.

Iag Wealth Partners Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Additional NAICS Codes	52393 Financial Planning & Investment Advice
Address	N19 W24200 Riverwood Drive Suite 150 Waukesha, WI 53188

Note: Revenues for privately held companies are statistical evaluations.


Iag Wealth Partners's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Iag Wealth Partners's annual revenues are $10 - $100 million (see exact revenue data)
• What industry is the company in?
  • Iag Wealth Partners is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Iag Wealth Partners Annual Revenue and Growth Rate

Iag Wealth Partners	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	$10 - $100 million Details in Premium Report
2024
2023
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Iag Wealth Partners's revenues are gauged from an analysis of company filings.

Iag Wealth Partners's Income Statement (based on Industry Averages)

Iag Wealth Partners P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Trademark Applications

Trademark applications show the products and services that Iag Wealth Partners is developing and marketing. Iag Wealth Partners doesn't have any recent trademark applications, indicating Iag Wealth Partners is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
TAX REDUCTION TRADING Financial planning and investment advisory services; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network	03/04/2022
PORTFOLIO GPS Financial planning and investment advisory services; financial retirement plan consulting services	02/07/2019

See all trademarks and details in the Full Report.

Market Share of Iag Wealth Partners's Largest Competitors

A competitive analysis shows these companies are in the same general field as Iag Wealth Partners, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
CITIGROUP	Stamford, CT	100
FEDERAL HOME LOAN MORTGAGE	Mc Lean, VA	78
ADVISORTRUST	Sioux Falls, SD	63
STONEX GROUP	New York, NY	59
FIDELITY WORKPLACE SERVICES	Boston, MA	37
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEF	New York, NY	36
RITE-VALUE PHARMACY	Louisa, KY	28
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	26
TMH	Chattanooga, TN	16

Nearby Competitors

These companies are similar in business line and location to Iag Wealth Partners. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
ALLIGATOR HOLDINGS	Waukesha, WI	100
ANNEX WEALTH MANAGEMENT	Elm Grove, WI	99
DANA INVESTMENT ADVISORS	Waukesha, WI	38
IAG WEALTH PARTNERS	Waukesha, WI	19
KOWAL INVESTMENT GROUP	Waukesha, WI	16
FORM WEALTH	Lake Geneva, WI	16

Other Companies at N19 W24200 Riverwood Drive, Waukesha WI

Company	Headquarters	Revenue ($ MM)
ENGINEERED COMPONENTS & SYSTEMS	Waukesha, WI	100
SAFWAY GROUP HOLDING	Waukesha, WI	17
ASK ADMINISTRATIVE	Waukesha, WI	1
BRANDSAFWAY SERVICES	Waukesha, WI	0

Future Competition: Iag Wealth Partners's Fastest Growing Competitors

These companies are in the same general field as Iag Wealth Partners and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)