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| Happy Holidays!! thanks for using AUM13F!! |
| Icon Wealth Advisors LLC
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| CRD # | 319609 |
| SEC # | 801-125893 |
| CIK # | 0001963212, 0001718732 |
| AUM | $2.3 B (2025-03-21) |
| Employees | 22 (73% Investors, 36% Brokers) |
| Phone | 713-904-5020 |
| Address | 1980 Post Oak Boulevard Houston, TX 77056 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001963212 0001718732 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Accenture PLC | 55.0 | ||
| Microsoft Corp | 47.1 | ||
| Amazon Com Inc | 25.0 | ||
| Apple Inc | 25.0 | ||
| Nvidia Corp | 23.0 | ||
| Exxon Mobil Corp | 17.3 | ||
| Chevron Corp | 17.1 | ||
| Enterprise Products Partners L P | 16.9 | ||
| VISA Inc | 12.3 | ||
| J P Morgan Chase & Co | 12.3 | ||
| Oracle Corp | 12.1 | ||
| Lilly Eli & Co | 11.0 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 273 | 0.1 |
| (b) Individuals (high net worth individuals) | 295 | 2.1 |
| (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 | 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 | 5 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4,238 | 2.3 |
| By Discretionary | ||
| Discretionary | 4,238 | 2.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4,238 | 2.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.3 | |
| Total | 4,238 | 2.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001718732] | |
| 13F-HR | [0001963212] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
LVW Advisors LLC
✚
|
NY | 2.3 |
|
Quantum Advisors Private Limited
✚
|
2.3 | |
|
Sawgrass Asset Management LLC
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FL | 2.3 |
|
Mission Prime LLC
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PR | 2.3 |
|
Alken Asset Management Ltd
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|
2.2 | |
|
Deroy & Devereaux Private Investment Counsel Inc
✚
|
MI | 2.2 |
|
Cardinal Point Capital Management ULC
✚
|
2.2 | |
|
First Endowment Development Corp
✚
|
TX | 2.2 |
|
IPEX Inc
✚
|
MI | 2.2 |
|
Sandhill Capital Partners LLC
✚
|
NY | 2.2 |