Anne Caroline Sapienza
Investment adviser representative at Iag Wealth Partners, LLC
17 yearsExperience
1 stateRegistered in
$1.9BFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
17 years in the industry.
- Iag Wealth Partners, LLCMar 2009 to now
- Iag Wealth Partners, LLC (formerly:investors Advisory Group Inc)Mar 2009 to now
- LPL Financial LLCMar 2009 to now
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (WI).
Iag Wealth Partners, LLC
$1.9BAssets managed
2,356Clients
16Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5278627
- Firm CRD
- 109721