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| Maclendon Wealth Management LLC
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|---|---|
| CRD # | 157819 |
| SEC # | 801-72376 |
| CIK # | |
| AUM | $115.9 MM (2023-03-28) |
| Employees | 3 (67% Investors, 67% Brokers) |
| Phone | 561-293-3520 |
| Address | 137 NW 1st Avenue Delray Beach, FL 33444 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 11 | 3.4 |
| (b) Individuals (high net worth individuals) | 18 | 111.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 1.1 |
| (n) Other | 0 | 0.0 |
| Total | 157 | 115.9 |
| By Discretionary | ||
| Discretionary | 157 | 115.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 157 | 115.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 115.9 | |
| Total | 157 | 115.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Risley Capital Management LLC
✚
|
MO | 0.1 |
|
Bartley Financial Advisors LLC
✚
|
NH | 0.1 |
|
Rockhill Advisors LLC
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|
ID | 0.1 |
|
Whalen Wealth Management Inc
✚
|
NV | 0.1 |
|
Zehnder Wealth Management LLC
✚
|
FL | 0.1 |
|
Norton Capital Management Inc
✚
|
VA | 0.1 |
|
Dempsey Investment Management LLC
✚
|
VT | 0.1 |
|
Pruneyard Financial Group Inc
✚
|
CA | 0.1 |
|
Painter Smith and Amberg Inc
✚
|
CA | 0.1 |
|
Costello Financial Planning Inc
✚
|
OR | 0.1 |