Leconte Wealth Management, LLC
LeConte Wealth Management, LLC is a registered investment adviser based in Maryville, Tennessee. Founded in 2013, the firm provides discretionary asset management, financial planning ('Purpose Built Planning'), and advisory consulting services tailored to individual client needs. The company is owned and operated by Kevin Painter, Hoy Grimm, and Jonathan Dockery. With approximately 10 employees, LeConte Wealth Management primarily serves individuals, including high net worth individuals, as well as a small number of charitable organizations and corporate clients.
Investment Strategy
LeConte Wealth Management delivers fully discretionary asset management and personalized financial planning services. The firm’s investment advice is customized for each client, reflecting their unique goals, risk tolerance, and investment objectives. Portfolios are managed using a diversified approach across asset classes and are regularly reviewed and adjusted to remain aligned with client goals. The firm emphasizes purpose-driven planning and fiduciary stewardship, providing ongoing consultation and planning advice as part of its client relationship.
Top Holdings
Equity Positions (127)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
R RSP | INVESCO EXCHANGE TRADED FD T | 15.85% | $23.7M | 125,107 | $173.23 | $189.70 | -$2.4M |
V VCLT | VANGUARD SCOTTSDALE FDS | 6.87% | $10.3M | 132,437 | $76.65 | $77.65 | +$4.5M |
A AGG | ISHARES TR | 5.79% | $8.7M | 86,496 | $99.41 | $100.25 | +$2.7M |
Q QQQE | DIREXION SHS ETF TR | 5.69% | $8.5M | 83,818 | $87.19 | $101.61 | -$904.1K |
I IJH | ISHARES TR | 5.41% | $8.1M | 124,167 | $58.35 | $65.26 | -$554.0K |