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MACLENDON WEALTH MANAGEMENT, LLC
CRD 157819 · SEC 801-72376
137 NW 1ST AVENUE, DELRAY BEACH, FL, 33444, United States
Phone
(561) 293-3520
Fax
(561) 293-3521
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$129.6M
Discretionary AUM
$129.6M
Team
3 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10 | $5.1M |
| High net worth individuals | 22 | $124.4M |
| Corporations/business entities | 1 | $64K |
States served
OH, TX, FL
All web addresses on file
Official SEC filing: View on IAPD