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ICON Wealth & Legacy Partners

EST. AUM
$2,577,331,139

CONTACTS
1

CLIENT ACCOUNTS
4,150

Firm Details

Metro area San Francisco
CRD Number 319609
Website iconwlp.com
Client types

Overview

ICON Wealth & Legacy Partners, also known in certain filings as ICON Wealth Advisors, LLC, is a wealth management firm that delivers comprehensive financial planning and investment advisory services. The firm serves high-net-worth individuals, families, and business owners, emphasizing long-term investment strategies. Its offerings include wealth planning, estate and legacy planning, business transition planning, income tax and asset planning, as well as retirement planning.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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