Maria Paula De lima velez
Investment adviser representative at Icon Wealth Partners
13 yearsExperience
1 stateRegistered in
$2.6BFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Icon Wealth Partners, LLCSep 2025 to now
- Arete Insurance Services, LLCAug 2022 to Sep 2025
- Arete Investments, LLCAug 2022 to Sep 2025
- Quest Trust CompanyMar 2021 to Aug 2022
- Ablc of HoustonFeb 2020 to Mar 2021
- Olive GardenSep 2019 to Jul 2020
- Holy Family SchoolMay 2019 to Oct 2019
- StudentFeb 2013 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (TX).
Icon Wealth Partners
Legal name: Icon Wealth Advisors, LLC
$2.6BAssets managed
629Clients
18Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7701550
- Firm CRD
- 319609