ICON Wealth Partners LLC

ICON Wealth Partners LLC, also known as ICON WEALTH PARTNERS, LLC, is a Delaware-based Limited Liability Company consisting of a team of 10 professionals, 80% of whom work in advisory roles. The firm has gained SEC approval with a registration date of June 17, 2016; however, the firm's client base remains undisclosed.

• BLAKE ANDREW PRATZ

  MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER owns more than 25% but less than 50%

• MARK BAKER MCADAMS

  MANAGING MEMBER owns more than 25% but less than 50%

• STEPHEN THOMAS SCHWARZBACH

  MANAGING MEMBER AND CHIEF OPERATING OFFICER owns more than 25% but less than 50%

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• Analyzing Icon Wealth Partners, LLC's Q1-Q2 2022 Holdings: Winners, Losers, and Surprises