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MD

Maria P. De Lima Velez

ICON WEALTH PARTNERS
Houston, TX 77056
Some features on this profile are disabled
CRD#: 7701550
MD

Professional summary

Maria Paula De Lima Velez is a registered financial advisor currently at ICON WEALTH PARTNERS located in Houston, Texas.

Maria is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Maria has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Maria Paula De Lima Velez's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

February 2, 2026 - Present

ICON WEALTH PARTNERS

Office #1: 1980 Post Oak Boulevard Suite 1300, Houston, TX 77056
RIA
CRD#: 319609
Houston, TX
Past

March 29, 2023 - December 23, 2025

ARETE ADVISORS

RIA
CRD#: 299636
HOUSTON, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IW
ICON WEALTH PARTNERS
ICON WEALTH ADVISORS, LLC | ICON WEALTH PARTNERS

CRD#: 319609 / SEC#: 801-125893

RIA
Registered Investment Advisory firm - (6/21/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(2/2/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/13/2022
Uniform Investment Adviser Law Examination

Current Firm

IW
ICON WEALTH PARTNERS
ICON WEALTH ADVISORS, LLC | ICON WEALTH PARTNERS

CRD#: 319609 / SEC#: 801-125893

RIA
Registered Investment Advisory firm - (6/21/2022 Approved)
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Contact information

Main Address
1980 Post Oak Boulevard Suite 1300, Houston, TX 77056
Mailing Address
1980 Post Oak Boulevard Suite 1300, Houston, TX 77056
Phone number
(713) 904-5020
Established
Firm type
Fiscal year end
# of Employees
22

SEC notice filing (9 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ICON WEALTH ADVISORS, LLC (1/29/2026)

Regulatory assets under management

Total Number of Accounts4,238
AUM (Assets Under Management)$ 2,254,300,468

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ICON WEALTH PARTNERS

CRD#: 319609Houston, TX 77056

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