DELRAY BEACH, FLCRD 157819Latest ADV March 31, 2026
Maclendon Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Delray Beach, FL. Its latest Form ADV filing, dated March 31, 2026, reports $130M in regulatory assets under management, 3 employees, 1 office, and 34 accounts.
Assets Under Management
$130M
Employees
3
Offices
1 office
Total Clients
33
Primary office
DELRAY BEACH, FL
137 NW 1ST AVENUE, DELRAY BEACH, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 66.7% of total clients.
Top client categories% of clientsClients
1
HNWI
66.7%
22
2
Individuals
30.3%
10
3
Corporations
3.0%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$130Mas of March 31, 2026
Discretionary100.0%
$130M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$130M
Total Accounts34
10Y AUM Change$-38M (-22.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee11:1
10Y Employee Change-1 (-25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.