LECONTE WEALTH MANAGEMENT, LLC

333 East Broadway Ave
4th Floor
Maryville, Tennessee 37804
Tel: (865) 379-8200

About LECONTE WEALTH MANAGEMENT, LLC

LECONTE WEALTH MANAGEMENT, LLC, formally registered with the SEC as LECONTE WEALTH MANAGEMENT, LLC. The firm was established in 08/12/2013. They have over 1 offices throughout the country.

LECONTE WEALTH MANAGEMENT, LLC is a Maryville, Tennessee based Financial Planning firm with nearly $261,966,535 assets under management, offering retirement planning & investment advisory services to 687 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	168539
SEC#	801-78438
Assets Managed by Firm	$261,966,535
No. of Clients	687
No. of Advisors	10

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Other (TAX PLANNING SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	687	$261,966,535
Individuals (other than high net worth individuals)	219	$79,983,826
High net worth individuals	54	$175,431,961
Charitable organizations	5	$277,678
Corporations or other businesses	2	$6,273,070

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