Icon Wealth Advisors, LLC
● SEC registered since 2022CRD 319609SEC# 801-125893Houston, TX
Reg. AUM
$2.58B
Employees
22
Accounts
4,150
Location
Houston, TX
Icon Wealth Advisors, LLC assets under management
Icon Wealth Advisors, LLC is an investment advisory firm registered with the SEC based in Houston, TX. The firm has been registered since 2022. It reports $2.6 billion in regulatory assets under management and employs 22 people.
Icon Wealth Advisors, LLC owners & executives
17 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam Jordan Reback Control | Chief Compliance Officer | Under 5% | 2026 |
| Blake Andrew Pratz Control | Founder And Managing Partner | Under 5% | 2022 |
| Brooks Harper McGee Control | Managing Partner | Under 5% | 2022 |
See all 17 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Icon Wealth Advisors, LLC manage?
Icon Wealth Advisors, LLC reports $2.6 billion in regulatory assets under management on its Form ADV.
How many employees does Icon Wealth Advisors, LLC have?
Icon Wealth Advisors, LLC reports 22 employees.
Where is Icon Wealth Advisors, LLC located?
Icon Wealth Advisors, LLC is based in Houston, TX and has been SEC-registered since 2022.
Does Icon Wealth Advisors, LLC disclose fund performance?
Icon Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1980 Post Oak Boulevard, Suite 1300, Houston, TX 77056 |
| Phone | 713-904-5020 |
| Office hours | 8:30 a.m. - 4:30 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1963212 |
| Discloses disciplinary history | No |
Regulatory AUM
$2.58B▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 19%
Larger than 81% of 16,271 advisers
EmployeesTop 22%
More than 78% of 16,825 advisers
Assets under management
$2.58Bregulatory AUM
Discretionary $2.58B