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MACLACHLAN WEALTH MANAGEMENT
MACLACHLAN WEALTH MANAGEMENT, LLC
CRD 298927
800 BELLEVUE WAY NE, SUITE 500, BELLEVUE, WA, 98004, United States
Phone
206-409-4755
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$101.7M
Discretionary AUM
$101.7M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 75 | $26.2M |
| High net worth individuals | 30 | $75.5M |
All web addresses on file
Official SEC filing: View on IAPD