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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 Oct 1, 2026
Regulatory AUM
$2.58B
Top 25% of cohort (national)
Discretionary AUM
$2.58B
Clients
629
4,150 accounts
Employees
22
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://WWW.ICONWP.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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 573 | 629 | increased by56 |
| Apr 1, 2026 | AUM | $2,254,300,468 | $2,577,331,139 | increased by$323,030,671 |
| Apr 1, 2026 | Accounts | 4,238 | 4,150 | decreased by88 |
| May 1, 2025 vs Oct 1, 2022 | Registration | APPROVED-120 | APPROVED | |
| May 1, 2025 vs Oct 1, 2022 | Employees | 18 | 22 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | AUM | $0 | $2,254,300,468 | increased by$2,254,300,468 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 0 | 4,238 | increased by4,238 |
| Jul 1, 2022 | Registration | — | APPROVED-120 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ICON WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ICON WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.