Leconte Wealth Management, LLC

$346.8MAssets under management
as of Mar 2026 · SEC Form ADV
Maryville, TN
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Tech stack

No one at Leconte Wealth Management, LLC has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Leconte Wealth Management, LLC's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $259M held · filed Feb 2024
Nationwide Securities, LLC
Per Form ADV · $2M held · filed Feb 2024
Vanguard
Per Form ADV · $1M held · filed Feb 2024
Portfolio Management