ICON WEALTH PARTNERS

Legal name: ICON WEALTH ADVISORS, LLC

CRD 319609File 801-125893

APPROVED

Retail clients

Custody

Filing as of Apr 9, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$2.58B

Top 25% of cohort (national)

Discretionary AUM

$2.58B

Clients

629

4,150 accounts

Employees

Top 25% of cohort in TX

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: FWRO
Registration date: Jun 21, 2022
Principal office: 1980 POST OAK BOULEVARD, SUITE 1300, HOUSTON, TX, 77056
Phone: 713-904-5020
Website: https://focusfinancialpartners.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $2.58B
Discretionary AUM: $2.58B
Non-discretionary AUM: $0
Discretionary accounts: 4,150
Non-discretionary accounts: 0
Total accounts: 4,150
AUM per client: $4.1M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	6	$30.8M
Charitable organizations	6	$48.2M
High net worth individuals	341	$2.40B
Individuals (other than high net worth individuals)	276	$103.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Other (described) — REVENUE SHARING ON CREDIT, CASH, AND INSURANCE SOLUTIONS
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
Selection of other advisers
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.