Icon Wealth Partners
Financial Services • 
Houston, Texas, United States • 21-50 Employees
Company overview
| Headquarters | 1980 Post Oak Boulevard, Suite 1300, Houston, Texas 77056, US |
| Phone number | +17139045020 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Financial Advice, Wealth Management, Portfolio Construction, Insurance, Financial Planning, Tax Strategies, Investment Allocation, Liquidity Solutions, Philanthropic Giving, Wealth Transfer Strategies, Trust And Estate Planning Strategies, Concentrated Stock Solutions, Business Owner And Valuation Solutions, Cash And Fixed Income Management |
| Employees | 21-50 |
| Socials |
Key Contacts at Icon Wealth Partners
Craig Taylor
Managing Director
Allison Mckibbon
Senior Client Relationship Director
Mark B. Mcadams
Founder And Managing Partner
Ricardo Mihaly
Director Of Planning And Investments
Blake Pratz
Founder And Managing Partner
Rachel Mccoll
Director Of Marketing & Client Relationship Manager
Jennifer Moore
Director Of Operations
Steve Schwarzbach
Founder And Managing Partner
Icon Wealth Partners Email Formats
Icon Wealth Partners uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@iconwp.com), used 83.3% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@iconwp.com | 83.3% |
{first name}.{last name} | john.doe@iconwp.com | 16.7% |
About Icon Wealth Partners
Significant wealth creates additional complexity, requiring the proper investments. Welcome to Icon Wealth Partners, an independent investment advisory and wealth management firm located in Houston, TX. We work with a select group of individuals and families to manage the complexities of significant wealth creation and generational wealth transfers. Unlock curated investment opportunities and personalized wealth strategies with our experienced team. Get the service and attention you deserve to realize your wealth's full potential.
Icon Wealth Partners revenue & valuation
| Annual revenue | $1,967,765 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $6,300,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Icon Wealth Partners has 17 employees across 5 departments.
Departments
Number of employees
Funding Data
Icon Wealth Partners has never raised funding before.
Icon Wealth Partners Tech Stack
Discover the technologies and tools that power Icon Wealth Partners's digital infrastructure, from frameworks to analytics platforms.
CDN
JavaScript libraries
Security
JavaScript libraries
Tag managers
Hosting
CMS
JavaScript libraries
Miscellaneous
Security
Miscellaneous
Marketing automation
India
Australia
Italy
Sweden
Frequently asked questions
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