ICON WEALTH PARTNERS, LLC
CRD #283098 SEC #801-107992 HOUSTON, TX 713-904-5020
SEC Registered
Total AUM
$2B
Discretionary
$2B
Employees
19
Clients
11
Accounts
2,962
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2022 | $2B | $2B | $0 | 19 | 0 |
| Mar 2021 | $1.5B | $1.5B | $0 | 18 | 0 |
| Jun 2020 | $852.3M | $852.3M | $0 | 11 | 0 |
| Mar 2020 | $852.3M | $852.3M | $0 | 11 | 0 |
| Mar 2019 | $673.1M | $673.1M | $0 | 10 | 0 |
| Mar 2018 | $601.6M | $601.6M | $0 | 8 | 0 |
| Mar 2017 | $261.8M | $261.8M | $0 | 7 | 100 |
| Feb 2017 | $261.8M | $261.8M | $0 | 3 | 26 |
| Oct 2016 | $119.8M | $119.8M | $0 | 3 | 0 |
| Sep 2016 | $0 | $0 | $0 | 3 | 0 |
| Aug 2016 | $0 | $0 | $0 | 3 | 0 |
| Aug 2016 | $0 | $0 | $0 | 3 | 0 |
| Jun 2016 | $0 | $0 | $0 | 1 | 0 |
DateMar 2022
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees19
Clients0
DateMar 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees18
Clients0
DateJun 2020
Total AUM$852.3M
Discretionary$852.3M
Non-Disc.$0
Employees11
Clients0
DateMar 2020
Total AUM$852.3M
Discretionary$852.3M
Non-Disc.$0
Employees11
Clients0
DateMar 2019
Total AUM$673.1M
Discretionary$673.1M
Non-Disc.$0
Employees10
Clients0
DateMar 2018
Total AUM$601.6M
Discretionary$601.6M
Non-Disc.$0
Employees8
Clients0
DateMar 2017
Total AUM$261.8M
Discretionary$261.8M
Non-Disc.$0
Employees7
Clients100
DateFeb 2017
Total AUM$261.8M
Discretionary$261.8M
Non-Disc.$0
Employees3
Clients26
DateOct 2016
Total AUM$119.8M
Discretionary$119.8M
Non-Disc.$0
Employees3
Clients0
DateSep 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateAug 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateAug 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJun 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0