Icon Wealth Partners

RIASEC RegisteredEst. 2022

Total AUM

$2.6B

Discretionary

$2.6B

100% of AUM

Avg account

$621K

Accounts

4,150

Employees

Advisory reps

Firm details

Headquarters: Houston, Texas
CRD number: 319609
Registered since: June 21, 2022
Website: iconwp.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Other
Client types: HNWI92.93%
Individuals4%
Charitable Organizations1.87%
Corporations / Businesses1.19%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Icon Wealth Partners is an independent registered investment adviser organized as an LLC and SEC-registered in 2022. The firm positions itself as a capital allocator that serves individuals, families and institutional clients, combining financial planning and portfolio management for individuals and small businesses with the selection of outside advisers. Its client-fee model is primarily a percentage of assets under management, supplemented by other fee arrangements. The firm also conducts other financial product sales activity and holds a range of industry affiliations including broker-dealer and insurance relationships. The firm has received several industry recognitions: a Citywire "50 Growers Across America" mention in 2022 and placements on Forbes’ lists of Top RIA Firms (2022 and 2024) and America's Top RIA Firms (2023).