This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$347MItem 5.F on the latest filing (2026-03-13); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$346M

Private client RAUM

$347MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

7

RAUM per advisor

$49.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

11

Advisory employees

6

Offices

1Schedule D 1.F, beyond the principal office

Accounts

874

Individual clients

254

High net worth clients

78

SEC number

801-78438

CRD

168539

Filings on the tape

35

First filed

Aug 7, 2013

Latest filed

Mar 13, 2026

Organised

Limited Liability Company, TN

Website

lecontewealth.com

• Occurred

  Apr 12, 2024
  Advisor changed firm

  Wesley Howard Mcneillie left Leconte Wealth Management, Llc for Robinson Smith Wealth Advisors, Llc (registered 2024-08-07)

  Form ADVobserved 4 days ago
• Occurred

  Aug 7, 2013
  First Form ADV filing

  Leconte Wealth Management, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:4e60d4cf-f8d1-917a-744b-e2d2362e1c1d

First observed

Aug 7, 2013

Last observed

Mar 13, 2026 6 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.