ICONIC WEALTH MANAGEMENT

ICONIC WEALTH MANAGEMENT of ALEXANDRIA, VA is an SEC-registered investment adviser (CRD 287846). Regulatory assets under management: $18.6M.

Registration

• CRD: 287846
• Type: Registered investment adviser
• Location: 217 N ROYAL ST, ALEXANDRIA, VA, 22314
• Phone: 703-891-9518
• Latest filing: 2026-03-31
• Regulatory AUM: $18.6M
• Discretionary AUM: $15.2M
• Non-discretionary AUM: $3.4M
• Clients: 2
• Accounts: 50

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 287846 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search