LONETREE WEALTH MANAGEMENT

LONETREE WEALTH MANAGEMENT is an SEC-registered investment adviser in MEMPHIS, TN. The firm manages $47 million in assets, $45 million on a discretionary...

LONETREE WEALTH MANAGEMENT

LONETREE WEALTH MANAGEMENT is an SEC-registered investment adviser in MEMPHIS, TN. The firm manages $47 million in assets, $45 million on a discretionary basis. It has 4 employees and 3 investment advisers.

Website

lonetreewealth.com

linkedin.com/company/lonetree-wealth

General information

Firm type

Asset Manager

Who runs investment decisions at LONETREE WEALTH MANAGEMENT?

No named principals are publicly associated with LONETREE WEALTH MANAGEMENT. Investment decision-makers are not referenced in press, regulatory filings, or industry databases, so leadership remains undisclosed.

Where does the underlying wealth come from?

The origin of capital managed by LONETREE WEALTH MANAGEMENT is not publicly attributed to any family, individual, or institution. The firm's wealth source is undisclosed.

Is LONETREE WEALTH MANAGEMENT a single family office?

The firm's legal and operational structure is unconfirmed. Its name suggests wealth management, but no public information confirms whether it functions as a single family office, multi-family office, or registered investment advisor (RIA).

What investment stages does LONETREE WEALTH MANAGEMENT target?

Target investment stages are not disclosed. The firm's strategy—whether focused on venture capital, private equity, public markets, or direct deals—is absent from public sources.

What sectors does LONETREE WEALTH MANAGEMENT focus on?

No sector preferences are confirmed in public records. The firm has no publicly listed portfolio companies or stated thematic focus.

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