ICON WEALTH PARTNERS

1980 Post Oak Boulevard
Suite 1300
Houston, Texas 77056
Tel: 713-904-5020

About ICON WEALTH PARTNERS

ICON WEALTH PARTNERS, formally registered with the SEC as ICON WEALTH PARTNERS. The firm was established in 06/21/2022. They have over 2 offices throughout the country.

ICON WEALTH PARTNERS is a Houston, Texas based Financial Planning firm with nearly $1,905,261,319 assets under management, offering retirement planning & investment advisory services to 3998 clients. The firm is staffed with 21 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	319609
SEC#	801-125893
Assets Managed by Firm	$1,905,261,319
No. of Clients	3998
No. of Advisors	21

Fee Structure

A percentage of AUM
Other (REVENUE SHARING ON ELIGIBLE CREDIT AND CASH MANAGEMENT SOLUTIONS)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Other (CREDIT AND CASH MANAGEMENT SOLUTIONS)

Firm Client Information

	No. of Clients	AUM
Firm Total	3998	$1,905,261,319
Individuals (other than high net worth individuals)	245	$90,471,612
High net worth individuals	252	$1,748,789,899
Charitable organizations	Fewer than 5 clients	$14,691,022
Corporations or other businesses	6	$47,335,261

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