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ICON WEALTH PARTNERS
ICON WEALTH ADVISORS, LLC
CRD 319609 · SEC 801-125893
1980 POST OAK BOULEVARD, SUITE 1300, HOUSTON, TX, 77056, United States
Phone
713-904-5020
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.58B
Discretionary AUM
$2.58B
Team
22 total employees; 15 advisory reps
Clients
26-50
Fees
Percentage of AUM; REVENUE SHARING ON CREDIT, CASH, AND INSURANCE SOLUTIONS
Org form
Limited Liability Company
Filing date
2026-04-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersCREDIT AND CASH MANAGEMENT SOLUTIONS; INSURANCE SOLUTIONS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 276 | $103.2M |
| High net worth individuals | 341 | $2.40B |
| Charitable organizations | 6 | $48.2M |
| Corporations/business entities | 6 | $30.8M |
States served
AZ, CA, CO, GA, LA, NY, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD