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Building 2LECONTE WEALTH MANAGEMENT, LLC

Map pinMARYVILLE, TN
Phone(865) 379-8200
NotebookSEC #801-78438
Total AUM
$346.8M
Employees
11
Clients
333

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
333 EAST BROADWAY AVE
4TH FLOOR
MARYVILLE
TN 37804
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
(865) 379-8200
Other Offices
1

ReceiptFinancials

Total AUM
$346.8M
Accounts
874
Discretionary
$346.2M
Accounts
873
Non-Discretionary
$664K
Accounts
1

ContactClients

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Individual Clients
254
AUM
$104.5M
HNW Individual Clients
78
AUM
$242.2M
Charitable Organization Clients
1
AUM
$193.7K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
TAX PLANNING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TNTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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