ICON WEALTH PARTNERS
Latest filing: Mar 21, 2025 (105 days ago)
AUM
$2,254,300,468
18% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
22
5% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
HOUSTON, TX
1980 POST OAK BOULEVARD, HOUSTON, TX, UNITED STATES, 77056
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $2.3 |
| Non-Discretionary | $0.0 |
| Total | $2.3 |
| Client | AUM |
|---|---|
| Retail | $2.2 |
| Pooled | $0.0 |
| Institutional | $0.1 |
| Total | $2.3 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 273 | $0.1 |
| Average Individual AUM | $347,784 | |
| HNW | 295 | $2.1 |
| Average HNW AUM | $7,092,484 | |
| Retail Total | 568 | $2.2 |
| Average Retail AUM | $3,850,753 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| FIDELITY BROKERAGE SERVICES LLC | SMITHFIELD-RI-USA | $1.9 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $2.3 |
| Retail SMA AUM | $2.2 |
| Institutional SMA AUM | $0.1 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 33% | $0.7 |
| Equity Non-Exch | 2% | $0.0 |
| Govt Agency | 4% | $0.1 |
| Municipal | 17% | $0.4 |
| Sovereign | 0% | $0.0 |
| IG Credit | 1% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 1% | $0.0 |
| Investment Companies | 32% | $0.7 |
| Other Pools | 1% | $0.0 |
| Cash | 7% | $0.2 |
| Other | 2% | $0.0 |
| Total | 100% | $2.3 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
17 active
| Name | Title |
|---|---|
| PRATZ, BLAKE, ANDREW | FOUNDER AND MANAGING PARTNER |
| MCADAMS, MARK, BAKER | FOUNDER AND MANAGING PARTNER |
| SCHWARZBACH, STEPHEN, THOMAS | FOUNDER AND MANAGING PARTNER |
| MCGEE, BROOKS, HARPER | MANAGING PARTNER |
| PAVLIK, JAMES, ALAN | MANAGING PARTNER |
| ARDEEL, AMY, SCHWARZBACH | CHIEF COMPLIANCE OFFICER |
ADVDB.CO • SOURCE: SEC
Representatives
14 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| STEPHEN SCHWARZBACH | HOUSTON | TX | S66|2008-07-21 | ||||||
| JENNIFER MOORE | HOUSTON | TX | S63|2006-12-27|S66|2011-10-10 | ||||||
| BRANDO PALAZZO-GIORGIO | HOUSTON | TX | S63|2011-07-28|S65|2012-03-27 | ||||||
| JOHN TAYLOR | HOUSTON | TX | S66|2020-07-30 | ||||||
| JAMES PAVLIK | HOUSTON | TX | S63|2012-05-01|S65|2006-04-07 | ||||||
| KYLE BRUCHMILLER | HOUSTON | TX | S63|2014-09-08|S65|2024-01-18 | ||||||
| RICARDO MIHALY | HOUSTON | TX | S63|1997-08-01|S66|2014-04-30 | CERTIFIED FINANCIAL PLANNER | |||||
| MICHAEL CREGAN | HOUSTON | TX | S63|2012-10-11|S66|2019-07-01 | ||||||
| JACK WIESEN | HOUSTON | TX | S66|2020-09-18 | ||||||
| BLAKE PRATZ | HOUSTON | TX | S63|1984-09-14|S65|1996-11-25 | ||||||
| BROOKS MCGEE | HOUSTON | TX | S66|2012-07-31 | ||||||
| MARK MCADAMS | HOUSTON | TX | S63|1993-12-14|S65|1997-05-23 | ||||||
| DANIEL SCHMIEDER | HOUSTON | TX | S63|1981-04-20|S65|1992-09-28 | CERTIFIED FINANCIAL PLANNER | |||||
| ALLISON MCKIBBON | HOUSTON | TX | S66|2019-04-11 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $2.3 | $0.0 | 0% | 22 | 0 | 0% |
| 2025-04-21 | $2.3 | $0.0 | 0% | 22 | 0 | 0% |
| 2024-04-02 | $1.9 | $0.3 | 18% | 21 | 1 | 5% |
| 2023-04-04 | $1.8 | $0.5 | 28% | 19 | 3 | 16% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| TX, AZ-03/28/2024, CA-06/21/2022, CO-10/05/2022, FL-03/28/2024, GA-06/21/2022, LA-06/21/2022, NH-03/30/2023, NY-03/30/2023, TX-06/21/2022 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT MANAGER SELECTION |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV