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| Icon Wealth Advisors LLC
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| CRD # | 319609 |
| SEC # | 801-125893 |
| CIK # | 0001963212, 0001718732 |
| AUM | 2,577.3 M (2026-04-09) |
| Employees | 22 (68% Investors, 36% Brokers) |
| Phone | 713-904-5020 |
| Address | 1980 Post Oak Boulevard Houston, TX 77056 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 33.0 | ||
| Microsoft Corp | 32.1 | ||
| Accenture PLC | 30.9 | ||
| Apple Inc | 29.7 | ||
| Amazon Com Inc | 23.0 | ||
| Chevron Corp | 22.2 | ||
| Alphabet Inc | 18.5 | ||
| Enterprise Products Partners L P | 15.6 | ||
| Alphabet Inc | 13.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 276 | 0.1 |
| (b) Individuals (high net worth individuals) | 341 | 2.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 6 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4,150 | 2.6 |
| By Discretionary | ||
| Discretionary | 4,150 | 2.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4,150 | 2.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.6 | |
| Total | 4,150 | 2.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001718732] | |
| 13F-HR | [0001963212] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| LEI | 254900RIJFEXEE2TAO80 |
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