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Icon Wealth Partners

Headquartered in HOUSTON, TX

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Firm Information

Icon Wealth Partners is a Houston, TX-based registered investment advisor with approximately $1.90 billion in regulatory assets under management. They offer a range of advisory services, including financial planning, portfolio management for individuals, and credit and cash management solutions. The firm primarily serves high-net-worth individuals and corporations, with a focus on providing personalized wealth management solutions.

Icon Wealth Partners

1980 POST OAK BOULEVARD

HOUSTON, TX 77056

$1.91B

Assets Under Management

Not reported

Total Clients

14

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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credit and cash management solutions

Credit and cash management solutions

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Revenue sharing on eligible credit and cash management solutions

Branch Locations (1)

ICON WEALTH PARTNERS has a total of 1 branch locations across the country.
location

HOUSTON, TX

Advisors at Icon Wealth Partners

View All 14 Advisors
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John Craig Taylor

RA

HOUSTON, TX

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James Alan Pavlik

RA

HOUSTON, TX

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Kyle Reid Bruchmiller

RA

HOUSTON, TX

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Jennifer Marie Moore

RA

HOUSTON, TX

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Brando Palazzo-giorgio

RA

HOUSTON, TX

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Mark Baker McAdams

RA

HOUSTON, TX

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Jack Wayne Wiesen

RA

HOUSTON, TX

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Michael Joseph Cregan

RA

HOUSTON, TX

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Disclosures

There are no public disclosures for Icon Wealth Partners.

Frequently Asked Questions (6)

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