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LECONTE WEALTH MANAGEMENT, LLC

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

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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 StatusApproved
Firm CRD#168539
SEC#801-78438
Assets Managed by Firm$261,966,535
No. of Clients687
No. of Advisors10

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 ClientsAUM
Firm Total687$261,966,535
Individuals (other than high net worth individuals)219$79,983,826
High net worth individuals54$175,431,961
Charitable organizations5$277,678
Corporations or other businesses2$6,273,070

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