Lonetree Wealth Management, Llc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 322711
· Memphis, TN
· lonetreewealth.com
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ADV data as of Feb 09, 2026
- Regulatory AUM
- $47.1M
- Discretionary
- $45.2M
- Clients
- 95
- Avg AUM / client
- $496K
- Accounts
- 361
- Employees
- 4
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 66 | $17.0M | 36.0% |
| High net worth individuals | 29 | $30.1M | 64.0% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| James David Beard | Registered representative | Sep 2022 (4y) | ||
| Andrew Thomas Gilbert | Registered representative | CFP | Oct 2022 (4y) | |
| Elizabeth Paige Rainer Dye | Registered representative | Sep 2024 (2y) |
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/09/2026 | 992 KB | 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $45.2M (96% of AUM) Feb 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: Feb 09, 2026.
View current Form ADV (SEC/IAPD) ↗