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| Happy Holidays!! thanks for using AUM13F!! |
| Leconte Wealth Management LLC
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| CRD # | 168539 |
| SEC # | 801-78438 |
| CIK # | 0002060443 |
| AUM | $309.8 M (2025-03-26) |
| Employees | 10 (40% Investors, 0% Brokers) |
| Phone | 865-379-8200 |
| Address | 333 East Broadway Ave Maryville, TN 37804 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002060443 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| DoubleLine Opportunistic Credit Fund | 9.8 | ||
| DoubleLine Yield Opportunities Fund | 8.1 | ||
| Invesco Advantage Municipal Income Trust II | 5.9 | ||
| Microsoft Corp | 3.7 | ||
| Nvidia Corp | 3.3 | ||
| DoubleLine Income Solutions Fund | 2.9 | ||
| Apple Inc | 2.5 | ||
| Amazon Com Inc | 1.7 | ||
| Broadcom Inc | 1.6 | ||
| Facebook Inc | 1.3 | ||
| Tesla Motors Inc | 0.9 | ||
| J P Morgan Chase & Co | 0.9 | ||
| Palantir Technologies Inc | 0.9 | ||
| Alphabet Inc | 0.9 | ||
| Exxon Mobil Corp | 0.8 | ||
| Palo Alto Networks Inc | 0.7 | ||
| Cisco Systems Inc | 0.7 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 240 | 106.1 |
| (b) Individuals (high net worth individuals) | 59 | 203.5 |
| (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 | 301 | 309.8 |
| By Discretionary | ||
| Discretionary | 300 | 309.3 |
| Non-Discretionary | 1 | 0.5 |
| Total | 301 | 309.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 309.7 | |
| Total | 301 | 309.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002060443] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
International Money Matters Private Limited
✚
|
0.3 | |
|
United Wealth Management LLC
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|
0.3 | |
|
Investment Professionals LLC
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WI | 0.3 |
|
Gray William Loyd Jr
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0.3 | |
|
LENK Ladner Investment Solutions LLC
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|
MA | 0.3 |
|
Feldman Jeffrey Mark
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|
0.3 | |
|
Thomas Story and Son LLC
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|
IN | 0.3 |
|
The McHugh Group LLC
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|
0.3 | |
|
Cherry Creek Investment Advisors Inc
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|
CO | 0.3 |
|
Blakeslee & Blakeslee Financial Advisers Inc
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|
CA | 0.3 |