Icon Wealth Partners, LLC info
Icon Wealth Partners, LLC (SEC CIK 1718732) first filed with the SEC on 2018-02-13 (Form 13F-HR) and has filed 22 times since, including 22 Form 13F-HR quarterly holdings reports. It is organized in — and registered at 1980 POST OAK BOULEVARD, SUITE 1300, HOUSTON, TX, 77056.
- Name: Value Icon Wealth Partners, LLC.
- SEC CIK: Value 1718732.
- State of organization: Value —.
- Business address: Value 1980 POST OAK BOULEVARD, SUITE 1300, HOUSTON, TX, 77056.
No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.
Firm
| Field | Value |
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| Name | Icon Wealth Partners, LLC |
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| SEC CIK | 1718732 |
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| State of organization | |
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| Business address | 1980 POST OAK BOULEVARD, SUITE 1300, HOUSTON, TX, 77056 |
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| Mailing address | 1980 POST OAK BOULEVARD, SUITE 1300, HOUSTON, TX, 77056 |
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| Phone | 7139045020 |
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| Fiscal year end | December 31 |
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| Former names | None filed |
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SEC Filing History
| Field | Value |
|---|
| First SEC filing | 2018-02-13 (Form 13F-HR) |
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| Latest SEC filing | 2023-11-14 (Form 13F-HR) |
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| Filings on EDGAR | 22 |
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| First Form 13F-HR | 2018-02-13 (quarter ended 2017-12-31) |
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| Latest Form 13F-HR | 2023-11-14 (quarter ended 2023-09-30) |
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| Form 13F-HR filings | 22 |
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Filings by Year
| Year | Filings | Form 13F-HR |
|---|
| 2023 | 3 | 3 |
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| 2022 | 3 | 3 |
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| 2021 | 4 | 4 |
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| 2020 | 4 | 4 |
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| 2019 | 4 | 4 |
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| 2018 | 4 | 4 |
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