# LeConte Wealth Management

LeConte Wealth Management is a Bank / Wealth / Trust based in Maryville, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Maryville, United States
- **Region:** North America
- **Address:** Maryville, TN, United States
- **Founded:** 2013
- **Assets under management:** $300M
- **Website:** lecontewealth.com
- **LinkedIn:** https://www.linkedin.com/company/leconte-wealth-management-llc

## Regulatory record

- **CRD number:** 168539
- **SEC file number:** 801-78438
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-13T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0

## About

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.

## Sectors

- Private Wealth Management

## 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.

## Related profiles

- [Lebenthal Diversified Asset Management](https://altss.com/profile/lebenthal-diversified-asset-management-inc)
- [Ledgewood Wealth Advisors](https://altss.com/profile/ledgewood-wealth-advisors)

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Updated: 2026-07-08T22:13:23.365Z

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