It began in 1986, when LeConte Co-Founder Hoy Grimm started his investment career by directing his focus toward the municipal bond business. In 2001, LeConte Co-Founder Kevin Painter entered the financial services industry as he joined Suntrust Securities. In 2002, Grimm and Painter began their partnership at Suntrust and later became a nationally recognized team.
After identifying a better way to do business and put their client's best interest front in center, Grimm and Painter left Suntrust. On March 15, 2007, they established LeConte Wealth Management as a local, independent resource to serve high net-worth clients.
In 2014, LeConte Wealth surpassed $100 Million in assets under management. That same year, LeConte Wealth became a Registered Investment Advisor (RIA) exiting the brokerage business and becoming a fiduciary.
Since becoming an RIA, LeConte has added a few more members to it's team, including a respected local accountant in Jon Dockery.
Today, LeConte Wealth manages over $300 Million in assets for their clients by providing an array of services that include asset management, financial planning and tax preparation/consulting.
For more information, visit our website at lecontewealth.com or give us a call at (865) 379-8200.
Advisory Services offered through LeConte Wealth Management, LLC., An SEC Registered Investment Adviser.
Company Details
- Employees
- 6
- Founded
- -
- Address
- 333 E Broadway Ave,
- Phone
- 865-379-8200
- in****@****lth.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- lecontewealth.com
- Keywords
- Asset Management, Financial Planning, Tax Preparation, Tax Consulting, Investing, Financial Advice.
- HQ
- Maryville, Tennessee
- Competitors
- Kefauver Financial Planning & Wealth Management, McCrea Financial Services Ltd, Pro Sport Wealth, CHN Financial Consultancy, Harford Financial Limited, Robinson Smith Wealth Advisors, LLC, Blount County Young Professionals, GutChek, Ithaca Financial Planning Ltd, Chetwood Wealth Management Ltd.
Leconte Wealth Questions
Leconte Wealth's helpline number is 865-379-8200
Leconte Wealth's website is lecontewealth.com
Leconte Wealth's LinkedIn profile is https://www.linkedin.com/company/leconte-wealth-management-llc
Leconte Wealth has
6 employees.
View email and phone details for 6
employees at Leconte Wealth.
Leconte Wealth's industry is
Financial Services
Leconte Wealth's top competitors are
Kefauver Financial Planning & Wealth Management,
Mccrea Financial Services Ltd,
Pro Sport Wealth,
Chn Financial Consultancy,
Harford Financial Limited,
Robinson Smith Wealth Advisors, Llc,
Blount County Young Professionals,
Gutchek,
Ithaca Financial Planning Ltd,
Chetwood Wealth Management Ltd.
Leconte Wealth's support email address is info@lecontewealth.com
Leconte Wealth's categories are Financial Services
Leconte Wealth's founding year is 2007
