MACLENDON WEALTH MANAGEMENT, LLC

Overview

Maclendon Wealth Management, LLC is an independent registered investment adviser that operates as a capital allocator for high-net-worth individuals, families and select institutional clients. The firm combines financial planning with discretionary portfolio management and the selection of third‑party managers, indicating a hybrid model that blends in‑house portfolio construction with outsourced specialty allocations. Fee arrangements include a percentage of assets under management as well as hourly and fixed fees, which supports both ongoing delegated relationships and project‑based planning engagements. Investment activity centers on public commingled vehicles as the primary exposure, while the firm also sources external alternative managers — notably venture capital — to provide clients with private market access. Maclendon is not positioned as an ESG‑focused investor and its advisory footprint is concentrated rather than multi‑state. Services explicitly include portfolio management for individuals, small businesses and institutions, plus adviser selection, which reinforces the role of the firm as both allocator and ongoing manager.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices