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MacLendon Wealth Management, LLC

● SEC registered since 2011CRD 157819SEC# 801-72376Delray Beach, FL
Export (members)
Reg. AUM
$129.7M
Employees
3
Accounts
120
Location
Delray Beach, FL

MacLendon Wealth Management, LLC assets under management

MacLendon Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Delray Beach, FL. The firm has been registered since 2011. It reports $129.7 million in regulatory assets under management and employs 3 people.
www.maclendon.comView on SEC.gov ↗

MacLendon Wealth Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Jeremy Simms Office ControlPrincipalOver 75%2011
Kilburn Sherman ControlChief Compliance OfficerUnder 5%2024

Frequently asked questions

How much does MacLendon Wealth Management, LLC manage?

MacLendon Wealth Management, LLC reports $129.7 million in regulatory assets under management on its Form ADV.

How many employees does MacLendon Wealth Management, LLC have?

MacLendon Wealth Management, LLC reports 3 employees.

Where is MacLendon Wealth Management, LLC located?

MacLendon Wealth Management, LLC is based in Delray Beach, FL and has been SEC-registered since 2011.

Does MacLendon Wealth Management, LLC disclose fund performance?

MacLendon Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address137 NW 1st Avenue, Delray Beach, FL 33444
Phone(561) 293-3520
Fax(561) 293-3521
Office hours9:00a.m. - 5:00p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$129.7M
Non-discretionary$0
Total (RAUM)$129.7M