PPrivate Fund Data Log in Join · $37/mo

Stephen Thomas Schwarzbach

Founder And Managing PartnerIcon Wealth Advisors, LLCCRD 5518637

About Stephen Thomas Schwarzbach

Stephen Thomas Schwarzbach is listed as Founder And 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 Stephen Thomas Schwarzbach work?

Stephen Thomas Schwarzbach is listed as Founder And Managing Partner at Icon Wealth Advisors, LLC on SEC Form ADV.

How much of Icon Wealth Advisors, LLC does Stephen Thomas Schwarzbach own?

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

Icon Wealth Advisors, LLC

TitleFounder And Managing Partner
OwnershipUnder 5%
Control personYes
Since2022