| Name | Title | Ownership | Since |
|---|---|---|---|
| Amy Schwarzbach Ardeel Control | Chief Compliance Officer | Under 5% | 2022 |
| Blake Andrew Pratz Control | Founder And Managing Partner | Under 5% | 2022 |
| Brooks Harper McGee Control | Managing Partner | Under 5% | 2022 |
Icon Wealth Advisors, LLC reports $2.3 billion in regulatory assets under management on its Form ADV.
Icon Wealth Advisors, LLC reports 22 employees.
Icon Wealth Advisors, LLC is based in Houston, TX and has been SEC-registered since 2022.
Icon Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1980 Post Oak Boulevard, Suite 1300, Houston, TX 77056 |
| Phone | 713-904-5020 |
| Office hours | 8:30 a.m. - 4:30 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1963212 |
| Discloses disciplinary history | No |
| Discretionary | $2.25B |
| Non-discretionary | $0 |
| Total (RAUM) | $2.25B |