Icon Wealth & Legacy Partners
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
5057 Matilija Ave, Sherman Oaks, Califor...Phone Number
(818) 981-7184Website
www.iconwlp.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Icon Wealth & Legacy Partners
ICON Wealth and Legacy Partners is a financial planning firm based in Woodland Hills, CA, specializing in wealth preservation and advanced planning strategies. The firm primarily serves affluent clients, including closely held business owners and real estate entrepreneurs, by collaborating with their key advisers such as CPAs, attorneys, and investment professionals. Through a comprehensive six-step planning process, ICON identifies financial needs and implements tailored solutions. Their services encompass estate planning, business transitioning, income tax and asset planning, retirement planning, tax-exempt planning, and legacy planning.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Icon Wealth & Legacy Part...
<$5M
1-10
Private
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N/A
Company Profile Activity
Activity Insights
Icon Wealth & Legacy Partners is experiencing very low activity levels compared to other companies in the Finance sector.
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Icon Wealth & Legacy Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Icon Wealth & Legacy Partners.
Icon Wealth & Legacy Partners Tech Stack
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ICON Wealth and Legacy Partners is a financial planning firm based in Woodland Hills, CA, specializing in wealth preservation and advanced planning strategies. The firm primarily serves affluent clients, including closely held business owners and real estate entrepreneurs, by collaborating with their key advisers such as CPAs, attorneys, and invest... Read More
