# Leconte Wealth Management, LLC

> Leconte Wealth Management, LLC is an SEC-registered investment advisory firm in Maryville, TN, registered since 2013, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 13, 2026.

- CRD: 168539
- Filed as: LECONTE WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Maryville, TN
- Filing period: October 2026
- Form ADV filing dated: March 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/168539
- AdvisorCensus page: https://advisorcensus.com/firm/leconte-wealth-management-llc-maryville-tn-168539

## Quick answers

**How is Leconte Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Leconte Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Leconte Wealth Management, LLC charge?**
Its Form ADV Part 2A brochure dated March 13, 2026 states: Hourly rate: $250 an hour (advisory consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Leconte Wealth Management, LLC located?**
Leconte Wealth Management, LLC's principal office is in Maryville, TN, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Leconte Wealth Management, LLC registered with the SEC or a state?**
Leconte Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 168539.

**How much does Leconte Wealth Management, LLC manage?**
Leconte Wealth Management, LLC reports $346,849,014 in regulatory assets under management in its Form ADV filing dated March 13, 2026 (100% discretionary).

**How have Leconte Wealth Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Leconte Wealth Management, LLC: Regulatory assets under management: $210,366,898 in the October 2021 data and $346,849,014 in the October 2026 data, up 65%. Total employees: 7 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Leconte Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (254); high net worth individuals (78).

**Which custodians does Leconte Wealth Management, LLC use?**
Leconte Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Nationwide Securities, LLC as custodians holding 10% or more of its separately managed account assets.

**Does Leconte Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/168539

**What changed in Leconte Wealth Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 4 to 6. Regulatory assets under management went from $309,791,400 to $346,849,014 (+12%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 13, 2026)

- Hourly rate: $250 an hour (advisory consulting services)

> We charge an hourly fee of $250 for advisory consulting services, which is negotiable depending on the scope and complexity of the plan

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Nationwide Securities, LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $346,849,014
- Discretionary: $346,185,046
- Non-discretionary: $663,968

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 254 | $104,504,229 |
| High net worth individuals | 78 | $242,151,057 |
| Charitable organizations | Fewer than 5 | $193,728 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2013 (13 years)
- Employees: 11 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Nashville, TN

### Websites listed on Form ADV (Item 1.I)
- lecontewealth.com
- Facebook @LeConteWealth
- LinkedIn @leconte-wealth-management-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $210,366,898 | 7 | June 28, 2021 |
| October 2022 | $226,837,483 | 9 | February 15, 2022 |
| October 2023 | $208,517,291 | 9 | February 22, 2023 |
| October 2024 | $261,966,535 | 10 | February 14, 2024 |
| October 2025 | $309,791,400 | 10 | March 26, 2025 |
| October 2026 | $346,849,014 | 11 | March 13, 2026 |

Regulatory assets under management: $210,366,898 in the October 2021 data and $346,849,014 in the October 2026 data, up 65%.
Total employees: 7 in October 2021 and 11 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 4 to 6.
- Regulatory assets under management went from $309,791,400 to $346,849,014 (+12%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Leconte Wealth Management, LLC (CRD 168539): Form ADV filing data as of October 2026.