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LeConte Wealth Management
LeConte Wealth Management, LLC is an SEC-registered investment adviser in Maryville, TN, registered since 2013. The firm manages $347 million in assets, with...
Overview
LeConte Wealth Management, LLC is an SEC-registered investment adviser in Maryville, TN, registered since 2013. The firm manages $347 million in assets, with $346 million on a discretionary basis. It has 11 employees and 6 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2013
AUM
$300M
Location
Region
North America
Country
United States
City
Maryville
Corporate office
Maryville, TN, United States
Sector focus
Frequently asked questions
Does LeConte Wealth Management manage institutional accounts, or is it strictly retail?
The firm's client base is composed entirely of individuals and high-net-worth individuals, according to its Form ADV. It does not report any institutional clients such as pension funds, endowments, or corporate accounts. This retail-only composition is typical for a community-based RIA operating below the SEC registration threshold.
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