Icon Wealth Partners
TL;DR
Icon Wealth Partners provides investment advisory services to individuals, HNW clients, trusts, estates and charities; the advisory business traces to a firm founded in 2016 and is part of Focus Financial Partners.
$2.6 billion
Regulatory AUM
As of ADV filing 2026-04-09
4,150
Accounts / Clients
617 clients
0
Disclosures
Item 11 events
SEC
Registration
SEC-registered
22
Team Size
employees, 15 advisory
4 yrs
Years Registered
First registered 2022
About Icon Wealth Partners
Icon Wealth Partners provides investment advisory services to individuals, HNW clients, trusts, estates and charities; the advisory business traces to a firm founded in 2016 and is part of Focus Financial Partners.
Office: 1980 Post Oak Boulevard, Suite 1300, Houston, TX 77056.
Best for: Houston households of any size comfortable with a Focus Financial partner firm with broker-dealer ties
Fee model and designations stated on the guide
Fees plus commissionsPlanning designations named
Form ADV data
CRD319609
RegistrationSEC-registered
First registration2022
Regulatory AUM$2.6 billion
ADV filing date2026-04-09
Accounts4,150
Clients617 individual and high-net-worth clients
Employees22
Advisory employees15
Fee modelAdvisory fees; ADV 2A discloses commissions through broker-dealer and insurance roles
MinimumNo relationship minimum generally (ADV 2A)
Disclosure events (Item 11)0
DesignationsCFP, CFA and CPA named on the team page
Source: SEC Investment Adviser Public Disclosure, CRD 319609, as of ADV filing 2026-04-09, pulled October 10, 2026.
Ranked on ProCloser
- Top 10 Wealth Managers in Houston, TX (2026): rank 7 of 10
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