Multi-Family OfficeRIA · CRD 287846

Updated:

ICONIC Wealth Management

ICONIC WEALTH MANAGEMENT is a state-registered investment adviser in ALEXANDRIA, VA. The firm manages $19 million in assets, $15 million on a discretionary...

ICONIC Wealth Management

ICONIC WEALTH MANAGEMENT is a state-registered investment adviser in ALEXANDRIA, VA. The firm manages $19 million in assets, $15 million on a discretionary basis. It has 2 employees and 2 investment advisers.

General information

Firm type

Multi Family Office

Year founded

1997

Location

Region

North America

Country

United States

City

Alexandria

Corporate office

Atlanta, GA, United States

Principals

H. Gregory Prine

Chairman

Thomas L. Hanks

President

Sector focus

Wealth ManagementFinancial PlanningInvestment Management

Frequently asked questions

Who leads investment decisions at ICONIC Wealth Management?

ICONIC is led by Chairman H. Gregory Prine and President Thomas L. Hanks, who founded the firm in 1997. Investment decisions are made by the advisory team, with Prine and Hanks providing strategic oversight (public record).

Does ICONIC manage client capital through direct investments or third-party funds?

ICONIC primarily allocates client capital through third-party investment vehicles and customized portfolios. The firm does not emphasize proprietary direct deal-making, focusing instead on traditional wealth management strategies such as equities, fixed income, and financial planning.

What is ICONIC's geographic footprint?

ICONIC operates from a single office in Atlanta, Georgia, United States. Its client base and operations are concentrated in the Southeastern region of the US.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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