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James Alan Pavlik

Managing PartnerIcon Wealth Advisors, LLCCRD 4279213

About James Alan Pavlik

James Alan Pavlik is listed as Managing Partner at Icon Wealth Advisors, LLC in Houston, TX. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Icon Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does James Alan Pavlik work?

James Alan Pavlik is listed as Managing Partner at Icon Wealth Advisors, LLC on SEC Form ADV.

How much of Icon Wealth Advisors, LLC does James Alan Pavlik own?

Form ADV reports a beneficial ownership band of Under 5%.

Icon Wealth Advisors, LLC

TitleManaging Partner
OwnershipUnder 5%
Control personYes
Since2022
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