Lonetree Wealth Management

Lonetree Wealth Management (CRD# 322711) is a financial advisory firm headquartered in Memphis, TN. They manage $23,293,359 in 136 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
1661 International Drive, Suite 320, Memphis, TN 38120
http://lonetreewealth.com
By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    136
    ACCOUNTS
  • Average Account Value
    $171,275
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, TN, TX

Financial Advisors at Lonetree Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
Andrew Gilbert, financial advisor Memphis TN
Andrew T. Gilbert
CRD#: 6568574
1661 International Drive, Suite 320, Memphis, TN 38120

Andrew Gilbert (CRD# 6568574) is an Investment Advisor Representative working at Lonetree Wealth Management in Memphis, TN and has over 8 years of experience in the finance industry.

2
James Beard, financial advisor Memphis TN
James D. Beard
CRD#: 6081183
1661 International Drive, Suite 320, Memphis, TN 38120

James Beard (CRD# 6081183) is an Investment Advisor Representative working at Lonetree Wealth Management in Memphis, TN and has 1 year of experience in the finance industry.

3
Helen Hinds, financial advisor Memphis TN
Helen T. Hinds
CRD#: 7381631
1661 International Drive, Suite 320, Memphis, TN 38120

Helen Hinds (CRD# 7381631) is an Investment Advisor Representative working at Lonetree Wealth Management in Memphis, TN and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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