LECONTE WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- MARYVILLE, Tennessee
- CRD number
- 168539
- Registered since
- August 12, 2013
- Website
- lecontewealth.com
- Custodians
- CHARLES SCHWAB & CO., INC., THE VANGUARD GROUP, INC., NATIONWIDE SECURITIES, LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI69.81%
- Individuals30.13%
- Charitable Organizations0.06%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Leconte Wealth Management, LLC is an independent registered investment advisor formed in 2013 and organized as an LLC with individual ownership. The firm focuses on serving individual and family clients and small-business owners through financial planning and discretionary portfolio management. Its billing mixes asset-based fees with hourly and fixed-fee engagements. Advisory activity is concentrated on planning and managing tailored portfolios for individuals and small businesses. The firm is not designated as a multi-state adviser, is not positioned as an ESG investor, and does not identify itself as a pension consultant. An accounting affiliation is noted among the firm’s industry relationships.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds51%
- State & Local Bonds23%
- Exchange Traded Equities10%
- Investment Grade Corp Bonds9%
- Cash & Cash Equivalents4%
Contacts
3 of 7Douglas Whitten
Investment Adviser RepresentativeCRD 7058392
KEVIN PAINTER
FounderCRD 4332055
ALEXANDER WILLARD
Client AdvisorCRD 6959937
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 17Active vs passive
$96.6M in ETFs
98%
$94.2M
0%
$2.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO S&P 500 EQUAL WEIGHT ETF (RSP) | Invesco | Passive | Large Blend | $18.6M | 97,078 | 19.29% |
Location
MARYVILLE, TN
BLOUNT
Location
MARYVILLE, TN
Headquartered in MARYVILLE, TN, anchoring the Knoxville-Morristown-Sevierville, TN metro in the South.
- Metro area
- Knoxville-Morristown-Sevierville, TN
- Region
- South
- County
- BLOUNT
- Address
- 333 E Broadway Ave
- Time zone
- CT (UTC-6)
- Office locations
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