MacLendon Wealth Management, LLC
● SEC registered since 2011CRD 157819SEC# 801-72376Delray Beach, FL
Reg. AUM
$129.6M
Employees
3
Accounts
34
Location
Delray Beach, FL
About MacLendon Wealth Management
MacLendon Wealth Management functions as a personal CFO for business owners, athletes, entertainers, and other successful individuals. It pairs traditional values with sophisticated knowledge and custom solutions.
Summary based on the firm’s website.
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 $129.6 million in regulatory assets under management and employs 3 people.
MacLendon Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeremy Simms Office Control | Principal | Over 75% | 2011 |
| Kilburn Sherman Control | Chief Compliance Officer | Under 5% | 2024 |
Frequently asked questions
How much does MacLendon Wealth Management, LLC manage?
MacLendon Wealth Management, LLC reports $129.6 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
| Address | 137 NW 1st Avenue, Delray Beach, FL 33444 |
| Phone | (561) 293-3520 |
| Fax | (561) 293-3521 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$129.6MNo change
Mar '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 87%
Larger than 13% of 16,369 advisers
EmployeesTop 77%
More than 23% of 16,804 advisers
Assets under management
$129.6Mregulatory AUM
Discretionary $129.6M