ICON WEALTH PARTNERS, LLC

CRD #283098 SEC #801-107992 HOUSTON, TX 713-904-5020

SEC Registered

Total AUM

$2B

Discretionary

$2B

Employees

Clients

Accounts

2,962

Firm Details

Organization Type: Limited Liability Company
State of Formation: Delaware
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Mar 2, 2022
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
ARDEEL, AMY, SCHWARZBACH	I	CHIEF COMPLIANCE OFFICER	NA	Control
BERNSTEIN, DANIEL, ADAM	I	CHIEF COMPLIANCE OFFICER	NA	Control
INTERIM HOLDINGS, LLC	DE	MANAGING MEMBER	E	Control
PRATZ, BLAKE, A.	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	Control
PRATZ, BLAKE, A.	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	Control
PRATZ, BLAKE, A.	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	Control
PRATZ, BLAKE, A.	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	Control
PRATZ, BLAKE, A.	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	Control
MCADAMS, MARK, BAKER	I	MANAGING MEMBER	C	Control
MCADAMS, MARK, BAKER	I	MEMBER	C	Control
MCADAMS, MARK, BAKER	I	MEMBER	C	Control
MCADAMS, MARK, BAKER	I	MANAGING MEMBER	C	Control
MCADAMS, MARK, BAKER	I	MANAGING MEMBER	C	Control
MCADAMS, MARK, BAKER	I	MANAGING MEMBER	C	Control
MCADAMS, MARK, BAKER	I	MANAGING MEMBER	C	Control
MCADAMS, MARK, BAKER	I	MANAGING MEMBER	C	Control
MCADAMS, MARK, BAKER	I	MANAGING MEMBER	C	Control
PRATZ, BLAKE, ANDREW	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
PRATZ, BLAKE, ANDREW	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
PRATZ, BLAKE, ANDREW	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
PRATZ, BLAKE, ANDREW	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
PRATZ, BLAKE, ANDREW	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
PRATZ, BLAKE, ANDREW	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
PRATZ, BLAKE, ANDREW	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
PRATZ, BLAKE, ANDREW	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	Control
SCHWARZBACH, STEPHEN, THOMAS	I	MANAGING MEMBER	C	Control
SCHWARZBACH, STEPHEN, THOMAS	I	MEMBER	C	Control
SCHWARZBACH, STEPHEN, THOMAS	I	MEMBER	C	Control
SCHWARZBACH, STEPHEN, THOMAS	I	MANAGING MEMBER	C	Control
SCHWARZBACH, STEPHEN, THOMAS	I	MANAGING MEMBER AND CHIEF OPERATING OFFICER	C	Control
SCHWARZBACH, STEPHEN, THOMAS	I	MANAGING MEMBER AND CHIEF OPERATING OFFICER	C	Control
SCHWARZBACH, STEPHEN, THOMAS	I	MANAGING MEMBER AND CHIEF OPERATING OFFICER	C	Control
SCHWARZBACH, STEPHEN, THOMAS	I	MANAGING MEMBER AND CHIEF OPERATING OFFICER	C	Control
SCHWARZBACH, STEPHEN, THOMAS	I	MANAGING MEMBER AND CHIEF OPERATING OFFICER	C	Control
MCADAMS, MARK, BAKER	I	MANAGING MEMBER	B	Control
MCGEE, BROOKS, HARPER	I	PRINCIPAL MEMBER	B	Control
PAVLIK, JAMES, ALAN	I	PRINCIPAL MEMBER	B	Control
PRATZ, BLAKE, ANDREW	I	MANAGING MEMBER	B	Control
SCHWARZBACH, STEPHEN, THOMAS	I	MANAGING MEMBER AND CHIEF OPERATING OFFICER	B	Control

Registrations

Federal

Mar 2, 2022 REGISTERED

Notice Filings (4)

CA GA LA TX

Address

1980 POST OAK BOULEVARD
SUITE 1300
HOUSTON, TX 77056
United States

Phone: 713-904-5020