LECONTE WEALTH MANAGEMENT, LLC
SEC RegisteredYour financial well-being is too important to leave to chance
About the firm
Founded in 2007, LeConte Wealth is a locally owned and independent Registered Investment Adviser that recognized a gap in the traditional Wall Street brokerage model and set out to offer a firm where client relationships are the cornerstone. The firm integrates comprehensive tax strategies and personalized investment plans through its Purpose-Built Planning advice platform, delivering fiduciary advice without commissions or product sales.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Purpose-Built Planning encompassing investment management, financial projections, and tax strategy including tax preparation, tax-loss harvesting, municipal bond strategies, charitable giving, estate planning, and retirement income planning.
Who they serve
Individual client households, retirees generating retirement income, and clients with rollover IRAs, individual, corporate, and trust accounts seeking guidance on all aspects of their financial life.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 254 | $105M |
| High Net Worth Individuals | 78 | $242M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
7 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $500,000 | 1.50% |
| Next $500,000 | 1.25% |
| Next $1,000,000 | 1.10% |
| Next $3,000,000 | 1.00% |
| Amounts above $5,000,000 | 0.90% |
Data as of March 13, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. LECONTE WEALTH MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.