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ICON WEALTH PARTNERS

HOUSTON, TX · CRD 319609 · IAPD ↗ · focusfinancialpartners.com · 713-904-5020

$2.58BRegulatory AUM
15Advisory reps
22Employees
0Clients
26-50Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
April 2024 — ICON WEALTH PARTNERS notice-filed in AZ, FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2024 — ICON WEALTH PARTNERS added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.