Unclaimed Profile

Blake Andrew Pratz

ICON WEALTH ADVISORS, LLC·HOUSTON, Texas

SIE, Series 3, Series 7, Series 63, Series 6532 years registeredICON WEALTH ADVISORS, LLC

1980 POST OAK BOULEVARD, HOUSTON, TX 77056CRD# 1284166Firm CRD# 319609

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Blake Andrew Pratz · HOUSTON, TX

Registration

CRD #1284166 · ICON WEALTH ADVISORS, LLC · 32 years registered

Brand Profile

Not yet started

Career History

ICON WEALTH PARTNERS

Aug 2022 – present

PURSHE KAPLAN STERLING INVESTMENTS

Sep 2016 – present

ICON WEALTH PARTNERS, LLC

Aug 2016 – Aug 2022

HOUSTON, TX

UBS FINANCIAL SERVICES INC.

Oct 2010 – Sep 2016

HOUSTON, TX

MORGAN STANLEY SMITH BARNEY LLC

Jun 2009 – Nov 2010

HOUSTON, TX

CITIGROUP GLOBAL MARKETS INC.

Aug 1993 – Jun 2009

HOUSTON, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 63

Series 65

Registration record

First registered · August 20, 1993

Years registered · 32

Disclosure History

2014Customer Dispute·Denied

2011Customer Dispute·Settled

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

ICON WEALTH ADVISORS, LLC

CRD 319609 · SEC 801-125893

AUM

$1.9B

Regulatory assets under management

Employees

3,998 client accounts

Services offered by ICON WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ICON WEALTH ADVISORS, LLC →

Introduction

Speak with Blake

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Blake is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in HOUSTON?

Browse all registered financial advisors in HOUSTON, Texas or claim this profile if it's yours.

Browse HOUSTON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Blake Andrew Pratz offer?

Blake Andrew Pratz specializes in Financial Planning, Investment Management. Contact their office in HOUSTON, Texas for a consultation.

What are Blake Andrew Pratz's credentials?

Blake Andrew Pratz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Blake Andrew Pratz located?

Blake Andrew Pratz is based in HOUSTON, Texas, working with ICON WEALTH ADVISORS, LLC. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.

How does Blake Andrew Pratz charge for services?

Blake Andrew Pratz's firm is compensated through percentage of aum, other: revenue sharing on eligible credit and cash management solutions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ICON WEALTH ADVISORS, LLC?

ICON WEALTH ADVISORS, LLC has approximately 21 employees and manages $1.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →