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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Maclendon Wealth Management LLC
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|---|---|
| CRD # | 157819 |
| SEC # | 801-72376 |
| CIK # | |
| AUM | $129.7 M (2025-03-12) |
| Employees | 3 (67% Investors, 33% Brokers) |
| Phone | 561-293-3520 |
| Address | 137 NW 1st Avenue Delray Beach, FL 33444 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 9 | 3.5 |
| (b) Individuals (high net worth individuals) | 22 | 125.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 120 | 129.7 |
| By Discretionary | ||
| Discretionary | 120 | 129.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 120 | 129.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 129.7 | |
| Total | 120 | 129.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Heritage Asset Management LLC
✚
|
MO | 0.1 |
|
Wiregrass Investment Management LLC
✚
|
GA | 0.1 |
|
Apple Tree Asset Management LLC
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|
IN | 0.1 |
|
Sheets Smith Investment Management LLC
✚
|
TX | 0.1 |
|
Proficient Wealth Counselors LLC
✚
|
MA | 0.1 |
|
Parrish Capital LLC
✚
|
GA | 0.1 |
|
Alpha Capital Advisors Inc
✚
|
ME | 0.1 |
|
The SHER Wealth Management Group Inc
✚
|
MA | 0.1 |
|
Liberty One Wealth Advisors
✚
|
PA | 0.1 |
|
Ironoak Wealth LLC
✚
|
TX | 0.1 |