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ICONIC WEALTH MANAGEMENT
ICONIC WEALTH MANAGEMENT LLC
CRD 287846
217 N ROYAL ST, ALEXANDRIA, VA, 22314, United States
Phone
703-891-9518
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$18.6M
Discretionary AUM
$15.2M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 4 | $773K |
| High net worth individuals | 10 | $17.8M |
All web addresses on file
Official SEC filing: View on IAPD