Icon Wealth Partners LLC

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Icon Wealth Partners LLC
CRD #283098
SEC #801-107992
CIK #
AUM $673.1 MM (100% Disc, 100% US)
Employees10 (80% Investors, 100% Brokers)
Phone713-904-5020
Address1980 Post Oak Boulevard
Houston, TX 77056
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
67554040527013502011201420172020
Sector Holding Cap ($MM) Value ($MM)
ACN104,720.037.2
IVV15.8
IEFA8.5
EPD61,720.08.0
MUB7.4
NEAR6.4
MTUM4.6
IXN4.2
MMP13,740.04.1
LQD4.0
View All
Holdings by Sector ($)
0.30.20.20.10.10.02016201720182020
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IN 0.7
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Burton Enright Welch
CA 0.7
Fountain Capital Management LLC
KS 0.7
Boston Hill Advisors LLC
MA 0.7
Rockwood Wealth Management LLC
PA 0.7
Cranbrook Wealth Management LLC
MI 0.7
Westwood Management Corporation
IL 0.7
Capital Planning Advisors LLC
CA 0.7
Petersen Hastings Investment Management Inc
WA 0.7
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