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LECONTE WEALTH MANAGEMENT, LLC

MARYVILLE, TN · CRD 168539 · IAPD ↗ · lecontewealth.com · (865) 379-8200

$346.8MRegulatory AUM
6Advisory reps
11Employees
0Clients
251-500Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — LECONTE WEALTH MANAGEMENT, LLC grew from 4 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
53
April 2025 — LECONTE WEALTH MANAGEMENT, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
March 2024 — LECONTE WEALTH MANAGEMENT, LLC reported RAUM up 26% ($208.5M -> $262.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.