Icw Holdings, LLC
Icw Holdings, LLC is an SEC-registered wealth manager with $136.2M assets under management (AUM, regulatory AUM), +26% over one year. See who owns Icw Holdings, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 319296, SEC 801-128614, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $136.2M (2026-03-31)
- Firm type
- Wealth Manager
- Employees
- 7
- Clients
- 36
- CRD
- 319296
- Ownership
- DINNER, MARK; SQUARE DEAL ALTERNATIVES, LLC; JJ-KMF, LLC; SQUARE DEAL CAPITAL, INC.; MCLAUGHLIN, ROBERT, DAVID
How much AUM does Icw Holdings, LLC have?
Icw Holdings, LLC reported $136.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Icw Holdings, LLC?
Disclosed owners and executives of Icw Holdings, LLC include DINNER, MARK, SQUARE DEAL ALTERNATIVES, LLC, JJ-KMF, LLC, SQUARE DEAL CAPITAL, INC., MCLAUGHLIN, ROBERT, DAVID. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.