|
⚲
|
| Leconte Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 168539 |
| SEC # | 801-78438 |
| CIK # | |
| AUM | $208.5 MM (2023-02-22) |
| Employees | 9 (56% Investors, 0% Brokers) |
| Phone | 865-379-8200 |
| Address | 703 William Blount Drive Maryville, TN 37801 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 192 | 58.5 |
| (b) Individuals (high net worth individuals) | 50 | 145.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 2.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 2.4 |
| (n) Other | 0 | 0.0 |
| Total | 607 | 208.5 |
| By Discretionary | ||
| Discretionary | 606 | 208.0 |
| Non-Discretionary | 1 | 0.5 |
| Total | 607 | 208.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 208.3 | |
| Total | 607 | 208.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
JBR Co Financial Management Inc
✚
|
OK | 0.2 |
|
Elios Financial Group Inc
✚
|
OH | 0.2 |
|
Kovalcik & Geraghty Wealth Partners LLP
✚
|
OH | 0.2 |
|
Benson Investment Management Company Inc
✚
|
VA | 0.2 |
|
Summit Place Financial Advisors LLC
✚
|
NJ | 0.2 |
|
Bonner & Smith LLC
✚
|
TX | 0.2 |
|
Victoria Capital Management Inc
✚
|
SC | 0.2 |
|
Shaker Financial Services LLC
✚
|
MD | 0.2 |
|
Alden Investment Advisors LLC
✚
|
PA | 0.2 |
|
Lee Johnson Capital Management LLC
✚
|
TX | 0.2 |