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

Clients

Accounts

4,238

Firm Details

Organization Type: Limited Liability Company
State of Formation: Delaware
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Dec 5, 2025
Branch Offices: 1
LEI: 254900RIJFEXEE2TAO80

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
ARDEEL, AMY, SCHWARZBACH	I	CHIEF COMPLIANCE OFFICER	NA	Control
ARDEEL, AMY, SCHWARZBACH	I	CHIEF COMPLIANCE OFFICER	NA	Control
ARDEEL, AMY, SCHWARZBACH	I	CHIEF COMPLIANCE OFFICER	NA	Control
ARDEEL, AMY, SCHWARZBACH	I	CHIEF COMPLIANCE OFFICER	NA	Control
ARDEEL, AMY, SCHWARZBACH	I	CHIEF COMPLIANCE OFFICER	NA	Control
ARDEEL, AMY, SCHWARZBACH	I	CHIEF COMPLIANCE OFFICER	NA	Control
ARDEEL, AMY, SCHWARZBACH	I	CHIEF COMPLIANCE OFFICER	NA	Control
ARDEEL, AMY, SCHWARZBACH	I	CHIEF COMPLIANCE OFFICER	NA	Control
ARDEEL, AMY, SCHWARZBACH	I	CHIEF COMPLIANCE OFFICER	NA	Control
ARDEEL, AMY, SCHWARZBACH	I	CHIEF COMPLIANCE OFFICER	NA	Control
ARDEEL, AMY, SCHWARZBACH	I	CHIEF COMPLIANCE OFFICER	NA	Control
MCADAMS, MARK, BAKER	I	FOUNDER AND MANAGING PARTNER	NA	Control
MCADAMS, MARK, BAKER	I	FOUNDER AND MANAGING PARTNER	NA	Control
MCADAMS, MARK, BAKER	I	FOUNDER AND MANAGING PARTNER	NA	Control
MCADAMS, MARK, BAKER	I	FOUNDER AND MANAGING PARTNER	NA	Control
MCADAMS, MARK, BAKER	I	FOUNDER AND MANAGING PARTNER	NA	Control
MCADAMS, MARK, BAKER	I	FOUNDER AND MANAGING PARTNER	NA	Control
MCADAMS, MARK, BAKER	I	FOUNDER AND MANAGING PARTNER	NA	Control
MCADAMS, MARK, BAKER	I	FOUNDER AND MANAGING PARTNER	NA	Control
MCADAMS, MARK, BAKER	I	FOUNDER AND MANAGING PARTNER	NA	Control
MCADAMS, MARK, BAKER	I	FOUNDER AND MANAGING PARTNER	NA	Control
MCADAMS, MARK, BAKER	I	FOUNDER AND MANAGING PARTNER	NA	Control
MCADAMS, MARK, BAKER	I	FOUNDER AND MANAGING PARTNER	NA	Control
MCGEE, BROOKS, HARPER	I	MANAGING PARTNER	NA	Control
MCGEE, BROOKS, HARPER	I	MANAGING PARTNER	NA	Control
MCGEE, BROOKS, HARPER	I	MANAGING PARTNER	NA	Control
MCGEE, BROOKS, HARPER	I	MANAGING PARTNER	NA	Control
MCGEE, BROOKS, HARPER	I	MANAGING PARTNER	NA	Control
MCGEE, BROOKS, HARPER	I	MANAGING PARTNER	NA	Control
MCGEE, BROOKS, HARPER	I	MANAGING PARTNER	NA	Control
MCGEE, BROOKS, HARPER	I	MANAGING PARTNER	NA	Control
MCGEE, BROOKS, HARPER	I	MANAGING PARTNER	NA	Control
MCGEE, BROOKS, HARPER	I	MANAGING PARTNER	NA	Control
MCGEE, BROOKS, HARPER	I	MANAGING PARTNER	NA	Control
MCGEE, BROOKS, HARPER	I	MANAGING PARTNER	NA	Control
PAVLIK, JAMES, ALAN	I	MANAGING PARTNER	NA	Control
PAVLIK, JAMES, ALAN	I	MANAGING PARTNER	NA	Control
PAVLIK, JAMES, ALAN	I	MANAGING PARTNER	NA	Control
PAVLIK, JAMES, ALAN	I	MANAGING PARTNER	NA	Control
PAVLIK, JAMES, ALAN	I	MANAGING PARTNER	NA	Control
PAVLIK, JAMES, ALAN	I	MANAGING PARTNER	NA	Control
PAVLIK, JAMES, ALAN	I	MANAGING PARTNER	NA	Control
PAVLIK, JAMES, ALAN	I	MANAGING PARTNER	NA	Control
PAVLIK, JAMES, ALAN	I	MANAGING PARTNER	NA	Control
PAVLIK, JAMES, ALAN	I	MANAGING PARTNER	NA	Control
PAVLIK, JAMES, ALAN	I	MANAGING PARTNER	NA	Control
PAVLIK, JAMES, ALAN	I	MANAGING PARTNER	NA	Control
PRATZ, BLAKE, ANDREW	I	FOUNDER AND MANAGING PARTNER	NA	Control
PRATZ, BLAKE, ANDREW	I	FOUNDER AND MANAGING PARTNER	NA	Control
PRATZ, BLAKE, ANDREW	I	FOUNDER AND MANAGING PARTNER	NA	Control
PRATZ, BLAKE, ANDREW	I	FOUNDER AND MANAGING PARTNER	NA	Control
PRATZ, BLAKE, ANDREW	I	FOUNDER AND MANAGING PARTNER	NA	Control
PRATZ, BLAKE, ANDREW	I	FOUNDER AND MANAGING PARTNER	NA	Control
PRATZ, BLAKE, ANDREW	I	FOUNDER AND MANAGING PARTNER	NA	Control
PRATZ, BLAKE, ANDREW	I	FOUNDER AND MANAGING PARTNER	NA	Control
PRATZ, BLAKE, ANDREW	I	FOUNDER AND MANAGING PARTNER	NA	Control
PRATZ, BLAKE, ANDREW	I	FOUNDER AND MANAGING PARTNER	NA	Control
PRATZ, BLAKE, ANDREW	I	FOUNDER AND MANAGING PARTNER	NA	Control
PRATZ, BLAKE, ANDREW	I	FOUNDER AND MANAGING PARTNER	NA	Control
SCHWARZBACH, STEPHEN, THOMAS	I	FOUNDER AND MANAGING PARTNER	NA	Control
SCHWARZBACH, STEPHEN, THOMAS	I	FOUNDER AND MANAGING PARTNER	NA	Control
SCHWARZBACH, STEPHEN, THOMAS	I	FOUNDER AND MANAGING PARTNER	NA	Control
SCHWARZBACH, STEPHEN, THOMAS	I	FOUNDER AND MANAGING PARTNER	NA	Control
SCHWARZBACH, STEPHEN, THOMAS	I	FOUNDER AND MANAGING PARTNER	NA	Control
SCHWARZBACH, STEPHEN, THOMAS	I	FOUNDER AND MANAGING PARTNER	NA	Control
SCHWARZBACH, STEPHEN, THOMAS	I	FOUNDER AND MANAGING PARTNER	NA	Control
SCHWARZBACH, STEPHEN, THOMAS	I	FOUNDER AND MANAGING PARTNER	NA	Control
SCHWARZBACH, STEPHEN, THOMAS	I	FOUNDER AND MANAGING PARTNER	NA	Control
SCHWARZBACH, STEPHEN, THOMAS	I	FOUNDER AND MANAGING PARTNER	NA	Control
SCHWARZBACH, STEPHEN, THOMAS	I	FOUNDER AND MANAGING PARTNER	NA	Control
SCHWARZBACH, STEPHEN, THOMAS	I	FOUNDER AND MANAGING PARTNER	NA	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
FERDINAND FFP ACQUISITION, LLC	DE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FERDINAND FFP ACQUISITION, LLC	DE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FERDINAND FFP ACQUISITION, LLC	DE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	DE	FERDINAND FFP ACQUISITION, LLC	E	Control
FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	DE	FERDINAND FFP ACQUISITION, LLC	E	Control
FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	DE	FERDINAND FFP ACQUISITION, LLC	E	Control
FERDINAND FFP PARENT, INC.	DE	FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	E	Control
FERDINAND FFP PARENT, INC.	DE	FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	E	Control
FERDINAND FFP PARENT, INC.	DE	FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FERDINAND FFP PARENT, INC.	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FERDINAND FFP PARENT, INC.	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FERDINAND FFP PARENT, INC.	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
CD&R FERDINAND HOLDINGS, L.P.	DE	FERDINAND FFP ULTIMATE HOLDINGS, LP	D	Control
CD&R FERDINAND HOLDINGS, L.P.	DE	FERDINAND FFP ULTIMATE HOLDINGS, LP	D	Control
CD&R FERDINAND HOLDINGS, L.P.	DE	FERDINAND FFP ULTIMATE HOLDINGS, LP	D	Control
CLAYTON, DUBILIER & RICE FUND XII, L.P.	FE	CD&R FERDINAND HOLDINGS, L.P.	D	Control
CLAYTON, DUBILIER & RICE FUND XII, L.P.	FE	CD&R FERDINAND HOLDINGS, L.P.	D	Control
CLAYTON, DUBILIER & RICE FUND XII, L.P.	FE	CD&R FERDINAND HOLDINGS, L.P.	D	Control
CD&R FERDINAND CO-INVESTOR, L.P.	FE	CD&R FERDINAND HOLDINGS, L.P.	C	Control
CD&R FERDINAND CO-INVESTOR, L.P.	FE	CD&R FERDINAND HOLDINGS, L.P.	C	Control
CD&R FERDINAND CO-INVESTOR, L.P.	FE	CD&R FERDINAND HOLDINGS, L.P.	C	Control

Registrations

Federal

Dec 5, 2025 REGISTERED

Notice Filings (9)

AZ CA CO FL GA LA NH NY TX

Address

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

Phone: 713-904-5020