Maclendon Wealth Management, LLC

RIASEC RegisteredEst. 2011

Total AUM

$130M

Discretionary

$130M

100% of AUM

Avg account

$3.8M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Delray Beach, Florida
CRD number: 157819
Registered since: June 7, 2011
Website: maclendon.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI96.03%
Individuals3.92%
Corporations / Businesses0.05%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Maclendon Wealth Management, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2011. The firm is owned by an individual and serves both high-net-worth individuals and families as well as institutional clients. It describes itself as a capital allocator and provides financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and the selection of other advisers. The firm offers multiple billing arrangements, including percentage-of-AUM fees, hourly charges and fixed fees. It does not identify as an active ESG investor and is not registered as a multi-state adviser.