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LONETREE WEALTH MANAGEMENT
LONETREE WEALTH MANAGEMENT, LLC
CRD 322711
5100 POPLAR AVENUE, SUITE 1504, MEMPHIS, TN, 38137, United States
Phone
502-432-7373
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$47.1M
Discretionary AUM
$45.2M
Team
4 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 66 | $17.0M |
| High net worth individuals | 29 | $30.1M |
All web addresses on file
Official SEC filing: View on IAPD