Leconte Wealth Management, Llc
- Regulatory AUM
- $347M
- Discretionary
- $346M
- Clients
- 332
- Avg AUM / client
- $1.0M
- Accounts
- 874
- Employees
- 11
AUM over time
Annual snapshots from Form ADV filings · as of Mar 13, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 254 | $105M | 30.1% |
| High net worth individuals | 78 | $242M | 69.8% |
| Charitable organizations | Fewer than 5 clients | $194K | 0.06% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Central Anesthesia Service Exchange Medical Group, Inc. Profit Sharing Plan Central Anesthesia Service Exchange Medical Group, Inc. | 2024 |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Hoy Carter Grimm | Managing Member | Mar 2007 (19y) | 25% – 50% | |
| Kevin A. Painter | Managing Member/Chief Compliance Officer | Mar 2007 (19y) | 25% – 50% | |
| Jonathan Keith Dockery | Managing Member | Jan 2015 (12y) | 10% – 25% | |
| Alexander Logan Willard | Registered representative | Aug 2018 (8y) | ||
| Bryan Mcelyea Belew | Registered representative | May 2025 (1y) | ||
| Douglas Leonard Whitten | Registered representative | Jul 2025 (1y) | ||
| Beau Scott Bushong | Registered representative | Mar 2026 (0y) |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Central Anesthesia Service Exchange Medical Group, Inc. Profit Sharing Plan | Central Anesthesia Service Exchange Medical Group, Inc. | 142 | $141M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/13/2026 | 1.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $345M (99% of AUM) Mar 2026
- Vanguard Financial Group, Inc. $1.4M (0% of AUM) Mar 2025
- Nationwide Securities, Llc $944K (0% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 13, 2026.
View current Form ADV (SEC/IAPD) ↗