# LONETREE WEALTH MANAGEMENT

LONETREE WEALTH MANAGEMENT is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **Website:** lonetreewealth.com
- **LinkedIn:** https://www.linkedin.com/company/lonetree-wealth

## Regulatory record

- **CRD number:** 322711
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/322711

## About

LONETREE WEALTH MANAGEMENT is a state-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.

## Questions

### 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.

### 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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Last updated: 2026-07-11T09:30:31.000Z

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