333 East Broadway Ave
4th Floor
Maryville, Tennessee 37804
Tel: (865) 379-8200
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$651,482,000,000 | 62140 | 4565 | |
$14,371,072,726 | 37 | 37 | |
$13,961,190,744 | 9 | 48 | |
$12,356,541,464 | 8945 | 236 | |
$10,409,129,905 | 208 | 42 |
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