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LECONTE WEALTH MANAGEMENT, LLC
CRD 168539File 801-78438
APPROVED
Retail clients
Filing as of Mar 13, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 10 | 11 | increased by1 |
| Apr 1, 2026 | Clients | 299 | 332 | increased by33 |
| Apr 1, 2026 | AUM | $309,791,400 | $346,849,014 | increased by$37,057,614 |
| Apr 1, 2026 | Accounts | 301 | 874 | increased by573 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 9 | 10 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 222 | 299 | increased by77 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $226,837,483 | $309,791,400 | increased by$82,953,917 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 547 | 301 | decreased by246 |
| Mar 1, 2022 | Employees | 7 | 9 | increased by2 |
| Mar 1, 2022 | Clients | 210 | 222 | increased by12 |
| Mar 1, 2022 | AUM | $210,366,898 | $226,837,483 | increased by$16,470,585 |
| Mar 1, 2022 | Accounts | 511 | 547 | increased by36 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “LECONTE WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LECONTE WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.