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Leconte Wealth Management, LLC

● SEC registered since 2013CRD 168539SEC# 801-78438Maryville, TN
Export (members)
Reg. AUM
$309.8M
Employees
10
Accounts
301
Location
Maryville, TN

Leconte Wealth Management, LLC assets under management

Leconte Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Maryville, TN. The firm has been registered since 2013. It reports $309.8 million in regulatory assets under management and employs 10 people.

Leconte Wealth Management, LLC owners & executives

3 reported
NameTitleOwnershipSince
Hoy Carter Grimm ControlManaging Member25-50%2007
Jonathan Keith Dockery ControlManaging Member10-25%2019
Kevin A. Painter ControlManaging Member/Chief Compliance Officer25-50%2007

Frequently asked questions

How much does Leconte Wealth Management, LLC manage?

Leconte Wealth Management, LLC reports $309.8 million in regulatory assets under management on its Form ADV.

How many employees does Leconte Wealth Management, LLC have?

Leconte Wealth Management, LLC reports 10 employees.

Where is Leconte Wealth Management, LLC located?

Leconte Wealth Management, LLC is based in Maryville, TN and has been SEC-registered since 2013.

Does Leconte Wealth Management, LLC disclose fund performance?

Leconte Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address333 East Broadway Ave, 4th Floor, Maryville, TN 37804
Phone(865) 379-8200
Fax888-236-6630
Office hours8:00 a.m. - 5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$309.3M
Non-discretionary$516K
Total (RAUM)$309.8M