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| Leconte Wealth Management LLC
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|---|---|
| CRD # | 168539 |
| SEC # | 801-78438 |
| CIK # | 0002060443 |
| AUM | 346.8 M (2026-03-13) |
| Employees | 11 (55% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 865-379-8200 |
| Address | 333 East Broadway Ave Maryville, TN 37804 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 5.2 | ||
| Invesco Advantage Municipal Income Trust II | 5.1 | ||
| Apple Inc | 4.5 | ||
| Microsoft Corp | 2.9 | ||
| Broadcom Inc | 2.3 | ||
| Amazon Com Inc | 2.1 | ||
| Alphabet Inc | 1.8 | ||
| Facebook Inc | 1.6 | ||
| AbbVie Inc | 1.6 | ||
| Cisco Systems Inc | 1.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 254 | 104.5 |
| (b) Individuals (high net worth individuals) | 78 | 242.2 |
| (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 | 0 | 0.2 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 874 | 346.8 |
| By Discretionary | ||
| Discretionary | 873 | 346.2 |
| Non-Discretionary | 1 | 0.7 |
| Total | 874 | 346.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 346.7 | |
| Total | 874 | 346.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002060443] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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