Iconic Wealth Management

Iconic Wealth Management is a registered investment adviser that serves individual and high‑net‑worth clients as well as trusts, providing discretionary portfolio management and financial planning. As of March 31, 2026 the firm reports approximately $18.6 million in client assets across 14 client relationships and generally applies a $200,000 account minimum that may be waived.

The firm describes its investment approach as a “Quantitative Value Bias,” combining fundamental analytics and CAPM with technical tools such as point‑and‑figure charting, diversified ETF and individual stock allocations, and quarterly rebalancing tied to client risk profiles measured with Riskalyze. For qualified investors Iconic also offers derivatives strategies—notably covered‑call writing and protective options—implemented across S&P sectors and calibrated using option‑pricing models.

Noteworthy features relative to many peers include financial planning provided at no additional cost for clients who use the firm’s discretionary management, the use of Riskalyze risk numbers to guide portfolio construction, and advisor credentials that include CFP and Certified Divorce Financial Analyst designations indicating capacity to address divorce‑related financial matters. The firm’s small team (two advisors) and limited client roster result in a concentrated practice that combines value‑oriented portfolio management with an in‑house options program.