Icon Wealth Partners
Houston, TX·SEC-registered · CRD #319609
Icon Wealth Partners is an SEC-registered investment advisory firm in Houston, TX managing $2.6B across 4.2k client accounts, with 15 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$2.6B
Client accounts
4.2k
Advisory staff
15
Fee model
Fee-only
How Icon Wealth Partners is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Icon Wealth Partners
How much does Icon Wealth Partners manage?
Per its most recent SEC Form ADV filing (04/09/2026), Icon Wealth Partners reports $2.6B in regulatory assets under management across roughly 4.2k client accounts.
How does Icon Wealth Partners charge?
Icon Wealth Partners is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Icon Wealth Partners a fiduciary?
Yes. Icon Wealth Partners is registered with the U.S. Securities and Exchange Commission (CRD #319609), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Icon Wealth Partners taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Icon Wealth Partners and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Icon Wealth Partners's public SEC Form ADV filing (CRD #319609, filed 04/09/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Icon Wealth Partners. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Icon Wealth Partners? Claim this profile.