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- Custodian
- Charles Schwab & Company · Merrill Lynch · Morgan Stanley · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-28-2017
- Office Locations
- 2
Office Locations
About Iconic Wealth Management
ICONIC Wealth Management is a Virginia-based retail RIA serving entrepreneurs and other individuals with financial planning, portfolio construction, and tax/estate and insurance planning. Investment implementation emphasizes ETF-based allocations alongside fixed income (including investment-grade corporate bonds) and cash management, with custody relationships that include Charles Schwab and a risk analytics workflow using Nitrogen (Riskalyze).
Team overview
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Custodian
Investment Themes
Investment Vehicles
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Owner & Executives
STEPHEN DOUGLAS MEMERY
Chief Executive Officer, Wealth Manager
- CRD
- #2899787
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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LILY YEE POY
Certified Financial Planner
- CRD
- #4770662
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,163,747 | -- |
| Non-Discretionary | $3,445,500 | -- |
| Total | $18,609,247 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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