# Icon Wealth Partners

Icon Wealth Partners is a Multi Family Office based in Houston, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Houston, United States
- **Region:** North America
- **Address:** Houston, TX, United States
- **Founded:** 2022
- **Assets under management:** Undisclosed
- **Website:** iconwealthpartners.com
- **LinkedIn:** https://www.linkedin.com/company/16197639

## Regulatory record

- **CRD number:** 319609
- **SEC file number:** 801-125893
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-09T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/319609

## About

Icon Wealth Partners is an SEC-registered investment adviser in Houston, TX, registered since 2022. The firm manages approximately $2.6 billion in regulatory assets. It has 22 employees and 15 investment advisers.

## Questions

### How does Icon Wealth Partners structure its investment portfolios?

The firm builds globally diversified, tax-aware portfolios across public equities, fixed income, and private alternatives. It frequently employs direct indexing and tax-loss harvesting strategies to enhance after-tax returns, a key consideration for clients in high-income tax brackets. Private allocations are accessed through institutional funds and direct co-investments, often emphasizing real assets and energy infrastructure.

### Does Icon Wealth Partners manage proprietary investment products?

No. Icon Wealth Partners operates as a registered investment advisor without proprietary funds or banking products. The firm retains discretion over manager and security selection, which eliminates conflicts related to selling in-house strategies. This independence supports its focus on open-architecture portfolio construction.

### How does Icon Wealth Partners handle co-investment and alternative access?

The firm acts as a discretionary allocator into private equity, real estate, and direct energy deals, sourcing co-investment opportunities alongside established private sponsors. Because it does not compete for assets with a bank platform, the firm can negotiate access and fee terms directly, aiming to reduce the aggregate cost basis for its clients within alternative allocations.

## Related profiles

- [ICM Asset Management](https://altss.com/profile/icm-asset-management)
- [ICW Group Insurance Companies](https://altss.com/profile/icw-group-insurance-companies)

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Last updated: 2026-07-06T01:24:18.586Z

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