← Directory
LECONTE WEALTH MANAGEMENT, LLC
CRD 168539File 801-78438
APPROVED
Retail clients
Filing as of Mar 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$346.8M
Below cohort median (national)
Discretionary AUM
$346.2M
Non-discretionary $664K
Clients
332
874 accounts
Employees
11
Below cohort median in TN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Aug 12, 2013
- Principal office
- 333 EAST BROADWAY AVE, 4TH FLOOR, MARYVILLE, TN, 37804
- Phone
- (865) 379-8200
- Website
- HTTP://WWW.LECONTEWEALTH.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $346.8M
- Discretionary AUM
- $346.2M
- Non-discretionary AUM
- $664K
- Discretionary accounts
- 873
- Non-discretionary accounts
- 1
- Total accounts
- 874
- AUM per client
- $1.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $194K |
| High net worth individuals | 78 | $242.2M |
| Individuals (other than high net worth individuals) | 254 | $104.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.