Company Email Format Management

Icon Wealth Partners

Financial Services Houston, Texas 22 employees

Employees: 22
Contacts: 3
Emails: 3
Phones: 2

iconwp.com LinkedIn

Icon Wealth Partners Overview

Headquarters: Houston, Texas
Phone Number: Available in AeroLeads
Website: iconwp.com
Industry: Financial Services
Employees: 22
Funding: ,
Company Email: Available in AeroLeads
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

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

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 Contact Details

People in AeroLeads: 3
With contact data: 3
Email contacts: 3; 100.0% coverage
Phone contacts: 2; 66.7% coverage

Icon Wealth Partners Org Chart

Sample employees and titles

Name	Title	Location	Contact
Orly Carrera	Financial Reporting - Credit Analysis	Houston, Texas, United States	Email
Daniel R. Schmieder	Senior Wealth Manager at Icon Wealth	Houston, Texas, United States	Email Phone
Craig Taylor	Managing Director at Icon Wealth	Houston, Texas, United States	Email Phone