Icon Wealth Partners

Icon Wealth Partners (CRD# 319609) is a financial advisory firm headquartered in Houston, TX. They manage $1,905,261,319 in 3,998 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
1980 Post Oak Boulevard, Suite 1300, Houston, TX 77056
https://www.linkedin.com/company/focus-financial-partners
By the Numbers
  • Total Assets Under Management
    1,905
    MILLION
  • Total Number of Accounts
    3,998
    ACCOUNTS
  • Average Account Value
    $476,554
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, GA, LA, NH, NY, TX

Financial Advisors at Icon Wealth Partners
Showing 11 - 14 of 14 top financial advisors.
11
Stephen Schwarzbach, financial advisor Houston TX
Stephen T. Schwarzbach
CRD#: 5518637
1980 Post Oak Boulevard, Suite 1300, Houston, TX 77056

Stephen Schwarzbach (CRD# 5518637) is an Investment Advisor Representative working at Icon Wealth Partners in Houston, TX and has over 15 years of experience in the finance industry.

12
Kyle Bruchmiller, financial advisor Houston TX
Kyle R. Bruchmiller
CRD#: 6354315
1980 Post Oak Boulevard, Suite 1300, Houston, TX 77056

Kyle Bruchmiller (CRD# 6354315) is an Investment Advisor Representative working at Icon Wealth Partners in Houston, TX and has over 9 years of experience in the finance industry.

13
John Taylor, financial advisor Houston TX
John C. Taylor
CRD#: 5213684
1980 Post Oak Boulevard, Suite 1300, Houston, TX 77056

John Taylor (CRD# 5213684) is an Investment Advisor Representative working at Icon Wealth Partners in Houston, TX and has over 3 years of experience in the finance industry.

14
Jack Wiesen, financial advisor Houston TX
Jack W. Wiesen
CRD#: 6935275
1980 Post Oak Boulevard, Suite 1300, Houston, TX 77056

Jack Wiesen (CRD# 6935275) is an Investment Advisor Representative working at Icon Wealth Partners in Houston, TX and has over 3 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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