ILG Private Wealth, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
ILG Private Wealth provides advisory services to individuals, high‑net‑worth clients, and pension or profit‑sharing plans, offering portfolio management (via third‑party investment managers), financial planning, IRA rollover advice, and pension consulting. The firm directs client assets to selected managers and delivers written financial plans on request.
ILG relies on a dedicated due‑diligence team to evaluate and monitor third‑party managers, reviewing a broad universe of managers (the brochure references considering over 850 managers) through a documented six‑step process that includes office visits and ongoing quarterly and annual reviews. Investment advice is implemented primarily through those Managers and is generally limited to mutual funds, ETFs, equities, fixed income, real estate funds/REITs and TIPS, with ILG monitoring manager performance and placing managers on a watch list or removing them if concerns arise.
The brochure discloses that certain representatives are licensed insurance agents with various life insurance companies, and notes the potential for commissions from insurance sales and related fiduciary considerations, which may be an uncommon additional business activity for firms of this type. ILG also emphasizes its structured manager‑selection process and ongoing oversight — including on‑site visits and watch‑list procedures — a level of delegated manager due diligence that prospective clients may want to compare with other supported firms.
Client services
Expertise
Fee options
Fixed fees range from $2,500 to $25,000 for financial planning and pension consulting services
Maximum annual fee of 2.75% on all assets under management
$150 to $500 per hour for financial planning; $300 to $500 per hour for pension consulting, or as otherwise negotiated
Main office
157 Waterdam Road, Suite 270
McMurray PA 15317
Advisors at this office
2
Most active in
Florida · Ohio · Pennsylvania · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
John I
Series 63
McMurray, PA
ILG Private Wealth, Inc.
John Iannucci is a financial advisor at ILG Private Wealth, Inc. with 10 years of industry experience. He holds a Series 63 designation and has worked at multiple firms including Horter Investment Management LLC and Penn Mutual Life Insurance Company. In addition to his advisory role, Mr. Iannucci provides legal services through a law firm he founded in 1996 and is a licensed insurance agent. ILG Private Wealth serves individuals, high-net-worth clients, and pension or profit-sharing plans by offering portfolio management through third-party managers, financial planning, IRA rollover advice, and pension consulting. The firm emphasizes a structured, documented due-diligence process to evaluate and monitor investment managers, including office visits and regular performance reviews.
Karen I
Series 65
McMurray, PA
ILG Private Wealth, Inc.
Karen Iannucci is a financial advisor at ILG Private Wealth, Inc. with six years of industry experience. She holds a Series 65 designation and has worked at ILG Private Wealth since 2019. In addition to her advisory role, Ms. Iannucci serves as a project director in the Corporate Compliance Department of UPMC’s insurance division services. ILG Private Wealth provides advisory services to individuals, high-net-worth clients, and pension or profit-sharing plans, focusing on portfolio management through third-party investment managers. The firm employs a structured manager-selection process with ongoing due diligence, including office visits and performance monitoring.
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