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 operates as an independent, individual-owned registered investment adviser. The firm is SEC-registered (registered in 2013) and focuses on serving individuals and families with financial planning and portfolio management for individuals and small businesses. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm is not positioned as a capital allocator, does not identify as an active ESG investor, and is not structured as a multi-state adviser. An accountant relationship appears among its industry affiliations.
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
Kevin Painter
FounderCRD 4332055
Alexander Willard
Client AdvisorCRD 6959937
Jonathan Dockery
Managing PartnerCRD 6416799
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 17Active vs passive
$89M in ETFs
97%
$86.3M
0%
$2.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO S&P 500 EQUAL WEIGHT ETF (RSP) | Invesco | Passive | Large Blend | $16M | 76,815 | 17.95% |
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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