SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Icon Wealth Partners
Houston, TX
Icon Wealth Advisors, LLC, CRD 319609
Firm filing updated April 9, 2026 ·
- $2.6BAssets
- 629Clients
- 15Advisory staff
- 4,150Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- OtherYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
Who the firm serves
- High net worth individuals341
- Individuals276
- Charities6
- Corporations or other businesses6
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 276 | $103.2 million |
| High net worth individuals | 341 | $2.4 billion |
| Charitable organizations | 6 | $48.2 million |
| Corporations or other businesses not listed above | 6 | $30.8 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
See all 4 services
- Other: "CREDIT AND CASH MANAGEMENT SOLUTIONS; INSURANCE SOLUTIONS"
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
- Other: "CREDIT AND CASH MANAGEMENT SOLUTIONS; INSURANCE SOLUTIONS"
Assets and accounts
- Regulatory assets$2.6 billion
- Accounts4,150
- DiscretionaryAll accounts
People
- Employees22
- Advisory staff15
- Broker-dealer reps8
- Licensed insurance agents2
- Planning clients26 to 50
Advisors
9 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Icon Wealth Advisors, LLC SEC-registered investment advisor. CRD 319609, SEC file 801-125893.
- Registered with the SEC as an investment advisor (status date on record: June 21, 2022).
Is Icon Wealth Partners a fiduciary?
Short answer: Icon Wealth Partners is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: 8 staff are broker-dealer representatives and the firm has a related broker-dealer. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
2 staff are licensed insurance agents and the firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.