ICON WEALTH ADVISORS, LLC
Legal name: ICON WEALTH PARTNERS
CRD #319609 SEC #801-125893 HOUSTON, TX 713-904-5020
SEC Registered
Total AUM
$2.3B
Discretionary
$2.3B
Employees
22
Clients
26
Accounts
4,238
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $2.3B | $2.3B | $0 | 22 | 0 |
| Dec 2025 | $2.3B | $2.3B | $0 | 22 | 0 |
| Mar 2025 | $2.3B | $2.3B | $0 | 22 | 0 |
| Apr 2024 | $1.9B | $1.9B | $0 | 21 | 0 |
| Mar 2024 | $1.9B | $1.9B | $0 | 21 | 0 |
| Sep 2023 | $1.8B | $1.8B | $0 | 19 | 0 |
| Jun 2023 | $1.8B | $1.8B | $0 | 19 | 0 |
| Mar 2023 | $1.8B | $1.8B | $0 | 19 | 0 |
| Dec 2022 | $1.8B | $1.8B | $0 | 19 | 0 |
| Oct 2022 | $1.8B | $1.8B | $0 | 19 | 0 |
| May 2022 | $0 | $0 | $0 | 18 | 0 |
DateDec 2025
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees22
Clients0
DateDec 2025
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees22
Clients0
DateMar 2025
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees22
Clients0
DateApr 2024
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees21
Clients0
DateMar 2024
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees21
Clients0
DateSep 2023
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees19
Clients0
DateJun 2023
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees19
Clients0
DateMar 2023
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees19
Clients0
DateDec 2022
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees19
Clients0
DateOct 2022
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees19
Clients0
DateMay 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees18
Clients0