Leconte Wealth Management, LLC
Firm details
- Headquarters
- Maryville, Tennessee
- CRD number
- 168539
- Registered since
- August 12, 2013
- Website
- lecontewealth.com
- Custodians
- CHARLES SCHWAB & CO., INC., THE VANGUARD GROUP, INC., NATIONWIDE SECURITIES, LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI69.81%
- Individuals30.13%
- Charitable Organizations0.06%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Leconte Wealth Management, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC since 2013. The firm is owned by an individual and focuses on individual and family clients, providing financial planning and discretionary portfolio management for individuals and small businesses. Its fee arrangements include a percentage-of-AUM model and also allow for hourly and fixed-fee engagements. The firm does not identify as an active ESG investor, is not flagged as a multi-state adviser, and does not act as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds51%
- State & Local Bonds23%
- Exchange Traded Equities10%
- Investment Grade Corp Bonds9%
- Cash & Cash Equivalents4%
Contacts
3 of 7
Douglas Whitten
Investment Adviser RepresentativeCRD 7058392
Kevin Painter
FounderCRD 4332055
Alexander Willard
Client AdvisorCRD 6959937
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 18Active vs passive
$105M in ETFs
97%
$102M
0%
$3.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO S&P 500 EQUAL WEIGHT ETF (RSP) | Invesco | Passive | Large Blend | $19.8M | 92,833 | 18.83% |
Location
Maryville, TN
Blount
Location
Maryville, TN
Headquartered in Maryville, TN, anchoring the Knoxville-Morristown-Sevierville, TN metro in the South.
- Metro area
- Knoxville-Morristown-Sevierville, TN
- Region
- South
- County
- Blount
- Address
- 333 E Broadway Ave
- Time zone
- CT (UTC-6)
- Office locations
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