ICONIC WEALTH MANAGEMENT

Overview

Iconic Wealth Management is a small, independent registered investment adviser structured as a limited liability company that focuses on financial planning and portfolio management for individuals and families. The firm charges a mix of percentage-of-AUM and fixed fees and manages both discretionary and non‑discretionary relationships. Filings show a clear preference for equity-oriented portfolios, with the bulk of assets allocated to exchange‑traded equities. Iconic Wealth Management does not position itself as an ESG-focused manager, is not a pension consultant, and is not classified as a multi‑state adviser. The firm’s advisory activity centers on individualized planning and portfolio construction rather than institutional or large‑scale capital allocation. Its client base is compact—high‑net-worth individuals and family relationships—so investment programs are likely tailored at the household level, with an emphasis on traded equity exposure supplemented by select alternative allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices