Icon Wealth Partners
Significant wealth creates additional complexity, requiring the proper investments. Welcome to Icon Wealth Partners, an independent investment advisory and wealth management firm located in Houston, TX. We work with a select group of individuals and families to manage the complexities of significant wealth creation and generational wealth transfers. Unlock curated investment opportunities and personalized wealth strategies with our experienced team. Get the service and attention you deserve to realize your wealth's full potential.
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Verified contacts
24
available on Kipplo
LinkedIn employees
23
11 to 50 range
Open roles
—
no listings
Distinct roles
14
indexed titles
Tech stack
1
tools in use
Monthly traffic
143
organic / mo
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Decision-makers and verified team members
24 contacts with verified email or phone · masked until revealed.
- AM
Allison McKibbon
Senior Client Relationship Director · Customer/Client Service
EmailPhone - CT
Craig Taylor
Managing Director · General Business & Management
EmailPhone - JM
Jennifer Moore
Director of Operations · Operations
EmailPhone - MK
Marty Kernsin Remembrance
Managing Director · General Business & Management
EmailPhone - JW
Jack Wiesen
Wealth Advisor · Finance & Accounting
EmailPhone - KB
Kyle Bruchmiller
Wealth Advisor · Finance & Accounting
EmailPhone - MM
Matt May
Senior Client Relationship Manager · Customer/Client Service
EmailPhone - ML
Michelle Ladoucieur
Senior Client Relationship Manager · Customer/Client Service
EmailPhone - OC
Orly Carrera
Senior Finance and Accounting Analyst · Finance & Accounting
EmailPhone
Showing 9 of 24 verified contacts
Top roles at Icon Wealth Partners
14 distinct titles indexed · top 10 shown.
- 4founder and managing partner
- 3senior client relationship manager
- 3wealth advisor
- 2director of planning and investments
- 2managing director
- 2managing partner
- 1chief compliance officer
- 1client relationship manager operations associate
- 1director of marketing & client relationship manager
- 1director of operations
- +4more titles
Sign up to unlock all 24 contacts at Icon Wealth Partners
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 24 verified contacts at Icon Wealth Partners
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