# Lonetree Wealth Management

> Lonetree Wealth Management is a state-registered investment advisory firm in Memphis, TN, registered since 2022, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 9, 2026.

- CRD: 322711
- Filed as: LONETREE WEALTH MANAGEMENT
- Legal name: Lonetree Wealth Management, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Memphis, TN
- Filing period: October 2026
- Form ADV filing dated: February 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/322711
- AdvisorCensus page: https://advisorcensus.com/firm/lonetree-wealth-management-memphis-tn-322711

## Quick answers

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

**Where is Lonetree Wealth Management located?**
Lonetree Wealth Management's principal office is in Memphis, TN, according to its Form ADV.

**Is Lonetree Wealth Management registered with the SEC or a state?**
Lonetree Wealth Management is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 322711.

**How much does Lonetree Wealth Management manage?**
Lonetree Wealth Management reports $47,084,367 in regulatory assets under management in its Form ADV filing dated February 9, 2026 (96% discretionary).

**What types of clients does Lonetree Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (66); high net worth individuals (29).

**Does Lonetree Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/322711

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $47,084,367
- Discretionary: $45,202,381
- Non-discretionary: $1,881,986

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 66 | $16,955,823 |
| High net worth individuals | 29 | $30,128,544 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, TN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- lonetreewealth.com
- LinkedIn @lonetree-wealth

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lonetree Wealth Management (CRD 322711): Form ADV filing data as of October 2026.