Leconte Wealth Management, LLC
Leconte Wealth Management, LLC is an SEC-registered wealth manager in Maryville, TN with $346.8M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Leconte Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 168539, SEC 801-78438, data through 2026-03-13.
- AUM (assets under management / regulatory AUM)
- $346.8M (2026-03-13)
- Firm type
- Wealth Manager
- Location
- Maryville, TN
- Employees
- 11
- Clients
- 332
- CRD
- 168539
- Ownership
- GRIMM, HOY, CARTER; DOCKERY, JONATHAN, KEITH; PAINTER, KEVIN, A.; WILLARD, ALEXANDER, LOGAN
How much AUM does Leconte Wealth Management, LLC have?
Leconte Wealth Management, LLC reported $346.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-13).
Who owns Leconte Wealth Management, LLC?
Disclosed owners and executives of Leconte Wealth Management, LLC include GRIMM, HOY, CARTER, DOCKERY, JONATHAN, KEITH, PAINTER, KEVIN, A., WILLARD, ALEXANDER, LOGAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.