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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-21-2022
- Office Locations
- 1
Office Locations
About Icon Wealth Partners
Icon Wealth Partners is a Houston-based RIA. The firm has been operating for 4 years. Managing $2.6B in total assets under management, with 15 advisory representatives. They custody assets with Fidelity/NFS.
Reported data analysis
What the numbers show
Between December 5, 2025 and April 9, 2026, reported AUM increased 14.3%, from $2.3B to $2.6B.
Across 5 reported observations, AUM increased 44.6% between December 5, 2022 and April 9, 2026, from $1.8B to $2.6B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 15 advisory representatives and 629 clients, or 41.9 clients per representative. That equates to $4.1M in reported AUM per client.
The profile lists 1 reported office location and 4 years in operation. The source data was last updated on April 9, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- CRM
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Icon Wealth Partners record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MARK BAKER MCADAMS
FOUNDER, Managing Partner, Vice President
- CRD
- #2407434
- Ownership
- Less than 5%
BROOKS HARPER MCGEE
Managing Partner, Partner
- CRD
- #6097412
- Ownership
- Less than 5%
Showing 2 of 6 owners & executives
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Kyle Reid Bruchmiller
Wealth Advisor
- CRD
- #6354315
MICHAEL JOSEPH CREGAN
Managing Director
- CRD
- #1164240
Showing 2 of 19 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,577,331,139 | $621,044 |
| Non-Discretionary | $0 | -- |
| Total | $2,577,331,139 | $621,044 |
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Separately Managed Accounts
SMA allocation detail is available
Icon Wealth Partners has reported separately managed account data across 10 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Icon Wealth Partners's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.