# LONETREE WEALTH MANAGEMENT

LONETREE WEALTH MANAGEMENT of MEMPHIS, TN is an SEC-registered investment adviser.

## Registration

- CRD: 322711
- Type: SEC-registered investment adviser
- Location: 5100 POPLAR AVENUE, MEMPHIS, TN, 38137
- Phone: 502-432-7373
- Latest filing: 2026-02-09
- Regulatory AUM: $47.1M
- Discretionary AUM: $45.2M
- Non-discretionary AUM: $1.9M
- Clients: 4
- Accounts: 361

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/322711/brochure
- Similar advisers: https://search.stillhousedata.com/firm/322711/similar
- Related entities: https://search.stillhousedata.com/firm/322711/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/322711

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.