Icon Wealth Partners logo

Icon Wealth Partners Employee Directory

Financial ServicesTexas, United States11-50 Employees

Icon Wealth Partners is an independent investment advisory and wealth management firm based in Houston, Texas. The firm serves a select group of individuals and families, focusing on managing the complexities that arise from significant wealth and intergenerational wealth transfers. Its services are aimed at providing curated investment opportunities and personalized wealth strategies, delivered through a team with experience in navigating complex financial needs. The company operates within the financial services industry, offering guidance and asset management to help clients optimize their wealth and address challenges associated with wealth creation over time.

Find Icon Wealth Partners employees' phone numbers or email addresses

Icon Wealth Partners Global Highlights

Location
Employees

North America
26

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  • United States Of America
    26

Icon Wealth Partners's Leadership

  • Stylized image of a person
    M. B. M.
    Founder And Managing Partner
    Phone icon
  • Stylized image of a person
    R. S. M.
    Director Of Marketing & Client Relationship Manager
    Phone icon
  • Stylized image of a person
    C. P.
    Senior Client Relationship Manager
    Phone icon
  • Stylized image of a person
    D. S.
    Senior Manager
    Phone icon
  • Stylized image of a person
    J. W.
    Wealth Advisor
    Phone icon

Icon Wealth Partners Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Legal
  • Accounting
  • Administrative
  • Other
  • Finance

Contact profiles from Icon Wealth Partners

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. B. M.
    Founder And Managing Partner
    Phone icon
    United StatesMississippi
    Jun 08, 2026
  • Stylized image of a person
    R. S. M.
    Director Of Marketing & Client Relationship Manager
    Phone icon
    United StatesMississippi
    Apr 16, 2026
  • Stylized image of a person
    C. P.
    Senior Client Relationship Manager
    Phone icon
    United States
    Apr 23, 2025
  • Stylized image of a person
    D. S.
    Senior Manager
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    J. W.
    Wealth Advisor
    Phone icon
    United StatesMississippi
    Jun 08, 2026

Frequently Asked Questions

What is Icon Wealth Partners known for?

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Icon Wealth Partners operates in the Financial Services industry. The company's main headquarters is located in 1980 Post Oak Boulevard Suite 1300 Houston, Texas 77056 United States; you can contact the main corporate office by phone at . Explore Icon Wealth Partners's company overview page for more information.

What is Icon Wealth Partners's most common email format?

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Icon Wealth Partners employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Icon Wealth Partners email formats with LeadIQ.

How many employees does Icon Wealth Partners have currently?

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Icon Wealth Partners has approximately 22 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Icon Wealth Partners's key employees and leadership?

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As of June 2026, Icon Wealth Partners's key employees include:

  • Founder And Managing Partner: M. B. M.
  • Director Of Marketing & Client Relationship Manager: R. S. M.
  • Senior Client Relationship Manager: C. P.
  • Senior Manager: D. S.
  • Wealth Advisor: J. W.

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