RIA Intel›Advisers›Tennessee›LONETREE WEALTH MANAGEMENT, LLC

LONETREE WEALTH MANAGEMENT, LLC

Advisory

MEMPHIS, TN

Data as of Feb 9, 2026 · Source: SEC Form ADV

Rank in TN
#356
of 380 advisers by AUM
Average account
$130K
across 361 accounts
AUM per adviser
$16M
3 advisers

Source: SEC Form ADV. Figures as filed Feb 9, 2026.

Total AUM
$47M
Discretionary %
96%
Clients
95
Employees
4

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$47M
Discretionary AUM$45M
Non-Discretionary AUM$2M
Discretionary %96%
Total Clients95
Team
Total Employees4
Investment Advisers3
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InLA, TN, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in TN

Closest by assets under management. All figures from Form ADV.

FINANCIAL JUNK LLC
NASHVILLE, TN
$47M
+23.7% 1Y
LATTICE WEALTH ADVISORS, LLC
CHATTANOOGA, TN
$48M
B. RILEY WEALTH PRIVATE SHARES, LLC
MEMPHIS, TN
$48M
SERVANT WEALTH MANAGEMENT LLC
MEMPHIS, TN
$48M
ATLANTIS INVESTMENT ADVISORS, LLC
MEMPHIS, TN
$48M
-13.4% 1Y
GREEN SQUARE CAPITAL LOUISVILLE, LLC
MEMPHIS, TN
$48M
+250.7% 1Y

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