Leconte Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Maryville, TN. Its latest Form ADV filing, dated March 13, 2026, reports $347M in regulatory assets under management, 11 employees, 1 office, and 874 accounts.
Assets Under Management
$347M
Employees
11
Offices
1 office
Total Clients
332
Primary office
MARYVILLE, TN
333 EAST BROADWAY AVE, 4TH FLOOR, MARYVILLE, TN, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 76.5% of total clients.
Top client categories% of clientsClients
1
Individuals
76.5%
254
2
HNWI
23.5%
78
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$347Mas of March 13, 2026
Discretionary99.8%
$346M
100% of total RAUM99.8%
Non-discretionary0.2%
$664K
0% of total RAUM0.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$347M
Total Accounts874
10Y AUM Change+$219M (+170.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee30:1
10Y Employee Change+4 (+57.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.