Investment adviser · CRD 283098
ICON WEALTH PARTNERS, LLC
Investment adviser filing (IA)
HOUSTON, TX, United States · Form ADV filed Mar 2, 2022
- Regulatory AUM
- $1.98B Form ADV · Item 5.F
- Client accounts
- 2,962 Accounts, not individual clients
- Employees
- 19 Reported in this filing
- Advisory professionals
- 15 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 248 | $1,836,896,094 | 93.0% |
| Individuals | 223 | $93,819,962 | 4.8% |
| Charities | Fewer than 5 | $24,689,464 | 1.3% |
| Banks & thrifts | Fewer than 5 | $15,801,257 | 0.8% |
| Retirement plans | Fewer than 5 | $3,950,314 | 0.2% |
Filing source
Form ADV 1601830 · Mar 2, 2022 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 2, 2022. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
1980 POST OAK BOULEVARD, SUITE 1300HOUSTON, TX, 77056, United States
CRD 283098
Filing source
Form ADV 1601830 · Mar 2, 2022 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.