Icon Wealth Partners Information
Contact top employees from
Icon Wealth Partners
Summary
Icon Wealth Partners is a private company. The company currently specializes in the Financial Services area. The Icon Wealth Partners annual revenue is estimated at < 1M. To connect with Icon Wealth Partners employee register on SignalHire.
Organization Website | iconwp.com |
Social Links |  |
Phone Number | +1-713-904-5020 |
Industries | |
Headquarters Location | 1980 Post Oak Boulevard, Houston, Texas, 77056 US |
Employees Size | 10-50 employees |
Specialties | Wealth Management, Financial Advice, Liquidity Solutions, Financial Planning, Portfolio Construction, Trust and Estate Planning Strategies, Tax Strategies, Investment Allocation, Wealth Transfer Strategies, Cash and Fixed Income Management, Business Owner and Valuation Solutions, Philanthropic Giving, Insurance, Concentrated Stock Solutions |
Operating Status | Independent Company |
Employees Turnover 4 quarter 2025
Length of Employment
Employee tenure at Icon Wealth Partners shows a diverse range of experience levels:
8% have been with the company for less than 1 year33% for 1–2 years17% for 3–4 years25% for 5–7 years17% for 8–10 yearsContact top employees from
Icon Wealth Partners
Patrick Incerto
Private Wealth Advisor
Amy Ardeel
Chief Compliance Officer
Jennifer Moore
Director Of Operations
Mark McAdams
Founder and Managing Partner
Cindy Pickett
Senior Client Relationship Manager
Ricardo Mihaly
Director of Planning and Investments
Allison McKibbon
Senior Client Relationship Director
Brando Palazzo
Wealth Advisor at Icon Wealth Partners
Daniel Schmieder
Senior Wealth Manager
Kyle Bruchmiller
Wealth Advisor
Steve Schwarzbach
Founder and Managing Partner
Brooks McGee
Managing Partner
Marty Kerns
Managing Director
Blake Pratz
Founder and Managing Partner
Rachel McColl
Director of Marketing & Client Relationship Manager
Michael Cregan
Managing Director - Fixed Income
Maria Paula De Lima
Compliance Analyst | Operations Associate
Steven Novotny
Wealth Advisor
Craig Taylor
Managing Director
Michelle LaDoucieur
Senior Client Relationship Manager
James Pavlik
Managing Partner
Similar Companies
FAQ
Icon Wealth Partners operates in the Finance industries. More details can be found on the official website: iconwp.com.
The headquarters of Icon Wealth Partners are located in Houston, United States.
You can contact Icon Wealth Partners by phone at +1-713-904-5020.
Icon Wealth Partners currently employs 10-50 people.
You can contact Icon Wealth Partners by phone at +1-713-904-5020, by email at info@iconwp.com, through social media (LinkedIn), or via the contact form on iconwp.com.
Icon Wealth Partners's revenue is approximately < 1M.
Data Privacy
GDPR COMPLIANT
SignalHire complies with the General Data Protection Regulation (GDPR). SignalHire follows GDPR requirements, including but not limited to rights of data subjects to access, correct, or delete their personal information and supports the right to be forgotten.
CCPA COMPLIANT
SignalHire is CCPA-compliant and provides California residents the right to know, access, opt out, and request deletion of their personal data.
