LP Profile

Icon Wealth Partners

Also known as icon wealth

Wealth ManagerHouston, United StatesFounded 2017
Houston
Headquarters
Investment Focus

About Icon Wealth Partners

Unlock curated investment opportunities and personalized wealth strategies with our experienced team at Icon. Get the service and attention you deserve to realize your wealth

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Icon Wealth Partners from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$2.6B
Total Clients
4,150
Filing Date
April 9, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Icon Wealth Partners across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Icon Wealth Partners?

Icon Wealth Partners is a wealth manager based in Houston, United States.

Where is Icon Wealth Partners headquartered?

Icon Wealth Partners is headquartered in Houston, United States.

When was Icon Wealth Partners founded?

Icon Wealth Partners was founded in 2017.

How can I contact Icon Wealth Partners?

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