← Back to searchVisit website
LECONTE WEALTH MANAGEMENT, LLC
CRD 168539 · SEC 801-78438
333 EAST BROADWAY AVE, 4TH FLOOR, MARYVILLE, TN, 37804, United States
Phone
(865) 379-8200
Fax
888-236-6630
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$346.8M
Discretionary AUM
$346.2M
Team
11 total employees; 6 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)TAX PLANNING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 254 | $104.5M |
| High net worth individuals | 78 | $242.2M |
States served
TN, TX
All web addresses on file
Official SEC filing: View on IAPD