Icon Wealth Advisors LLC

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Assets, Funds, Holdings

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Icon Wealth Advisors LLC
CRD #319609
SEC #801-125893
CIK #0001963212, 0001718732
AUM $1.9 BB (2024-03-28)
Employees 21 (71% Investors, 57% Brokers)
Phone713-904-5020
Address1980 Post Oak Boulevard
Houston, TX 77056
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
20001600120080040002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
ACN 179,517.0 69.5
MSFT 1,918,222.4 34.9
AAPL 2,382,844.0 26.9
AMZN 1,092,997.8 23.4
CVX 294,604.1 19.2
EPD 54,009.8 16.9
NVDA 399,550.0 14.3
XOM 385,508.3 12.9
GOOG 1,482,566.4 12.8
UNH 477,004.0 10.7
View All
Holdings by Sector ($MM)
120096072048024002017201920222025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 245 90.5
(b) Individuals (high net worth individuals) 252 1,748.8
(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 0 14.7
(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 47.3
(n) Other 0 4.0
Total 3,998 1,905.3
By Discretionary
Discretionary 3,998 1,905.3
Non-Discretionary 0 0.0
Total 3,998 1,905.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 1,905.3
Total 3,998 1,905.3
EDGAR Form CIK 2011 - 2024
13F-HR [0001718732]
13F-HR [0001963212]
Comparable Firms State AUM ($BB)
Acropolis Investment Management LLC
MO 1.9
Baystate Wealth Management LLC
KS 1.9
Washington Trust Advisors Inc
MA 1.9
Sunbelt Securities Inc
TX 1.9
Bridgewater Advisors Inc
NY 1.9
Alken Asset Management Ltd
1.9
Bristlecone Advisors LLC
WA 1.9
Comperio Retirement Consulting Inc
NC 1.9
Checchi Capital Advisers LLC
CA 1.9
CornerStone Investment Partners LLC
GA 1.9
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