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 that entered SEC registration in 2022 and operates as a limited liability company. The firm serves both individual & family clients and institutional investors, acting as a capital allocator and offering fee arrangements based on a percentage of assets under management plus other fee types. Core advisory services include financial planning, portfolio management for individuals and small businesses, and selection of other advisers. The firm also carries business activities as an other financial product salesperson and reports a range of industry affiliations, including relationships with broker-dealers, insurance companies, accountants, law firms, and sponsors or managers of pooled investment vehicles. Icon Wealth Partners has received industry recognition, including listings on Forbes’ Top RIA Firms in 2022, 2023, and 2024, and placement in Citywire’s 50 Growers Across America in 2022. The firm does not identify as an active ESG investor and is not structured as a multistate adviser or pension consultant.