ICON WEALTH ADVISORS, LLC

ICON WEALTH PARTNERS
HOUSTON, Texas·6 registered advisors·CRD# 319609
SEC# 801-1258931713-904-5020
01

Firm Overview

AUM
$1.9B
Regulatory assets under management
Employees
21
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Other: REVENUE SHARING ON ELIGIBLE CREDIT AND CASH MANAGEMENT SOLUTIONS
03

Specialties

Financial PlanningInvestment Management
04

Advisors at ICON WEALTH ADVISORS, LLC

6 registered advisors
Amy Schwarzbach Ardeel
HOUSTON, Texas
Blake Andrew Pratz
HOUSTON, Texas
Brooks Harper Mcgee
HOUSTON, Texas
James Alan Pavlik
HOUSTON, Texas
Mark Baker Mcadams
HOUSTON, Texas
Stephen Thomas Schwarzbach
HOUSTON, Texas
05

Office Locations

HOUSTON, Texas
6 advisors

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Data sourced from SEC Form ADV filings. ICON WEALTH ADVISORS, LLC (CRD# 319609) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.