Leconte Wealth Management, LLC
● SEC registered since 2013CRD 168539SEC# 801-78438Maryville, TN
Reg. AUM
$346.8M
Employees
11
Accounts
874
Location
Maryville, TN
Leconte Wealth Management, LLC assets under management
Leconte Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Maryville, TN. The firm has been registered since 2013. It reports $346.8 million in regulatory assets under management and employs 11 people.
Leconte Wealth Management, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alexander Logan Willard Control | Managing Member | Under 5% | 2025 |
| Hoy Carter Grimm Control | Managing Member | 25-50% | 2007 |
| Jonathan Keith Dockery Control | Managing Member | 10-25% | 2019 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Leconte Wealth Management, LLC manage?
Leconte Wealth Management, LLC reports $346.8 million in regulatory assets under management on its Form ADV.
How many employees does Leconte Wealth Management, LLC have?
Leconte Wealth Management, LLC reports 11 employees.
Where is Leconte Wealth Management, LLC located?
Leconte Wealth Management, LLC is based in Maryville, TN and has been SEC-registered since 2013.
Does Leconte Wealth Management, LLC disclose fund performance?
Leconte Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 333 East Broadway Ave, 4th Floor, Maryville, TN 37804 |
| Phone | (865) 379-8200 |
| Fax | 888-236-6630 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$346.8M▲ 32%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 58%
Larger than 42% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$346.8Mregulatory AUM
Discretionary $346.2MNon-discretionary $664K