# Iconic Wealth Management

> Iconic Wealth Management is a state-registered investment advisory firm in Alexandria, VA, registered since 2017, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 287846
- Filed as: ICONIC WEALTH MANAGEMENT
- Legal name: Iconic Wealth Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Alexandria, VA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/287846
- AdvisorCensus page: https://advisorcensus.com/firm/iconic-wealth-management-alexandria-va-287846

## Quick answers

**How is Iconic Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Iconic Wealth Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Iconic Wealth Management located?**
Iconic Wealth Management's principal office is in Alexandria, VA, according to its Form ADV.

**Is Iconic Wealth Management registered with the SEC or a state?**
Iconic Wealth Management is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 287846.

**How much does Iconic Wealth Management manage?**
Iconic Wealth Management reports $18,609,247 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (81% discretionary).

**What types of clients does Iconic Wealth Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (10); individuals (other than high net worth individuals) (4).

**Does Iconic Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/287846

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $18,609,247
- Discretionary: $15,163,747
- Non-discretionary: $3,445,500

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 4 | $772,964 |
| High net worth individuals | 10 | $17,836,283 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2017 (9 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- iconic-wealth.com
- Facebook @ICONICWEALTHLLC
- LinkedIn @iconic-wealth
- X @IconicWealth

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Iconic Wealth Management (CRD 287846): Form ADV filing data as of October 2026.