Maclendon Wealth Management, LLC
Maclendon Wealth Management, LLC is an SEC-registered wealth manager in Delray Beach, FL with $129.6M assets under management (AUM, regulatory AUM), +0% over one year. See who owns Maclendon Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 157819, SEC 801-72376, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $129.6M (2026-03-31)
- Firm type
- Wealth Manager
- Location
- Delray Beach, FL
- Employees
- 3
- Clients
- 33
- CRD
- 157819
- Ownership
- DECKER, JESSICA, ANNE; ROSS, ROBERT, KARL; INTERIM HOLDINGS, LLC; MASTALER, KEVIN, CHRISTOPHER; OFFICE, JEREMY, SIMMS
How much AUM does Maclendon Wealth Management, LLC have?
Maclendon Wealth Management, LLC reported $129.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Maclendon Wealth Management, LLC?
Disclosed owners and executives of Maclendon Wealth Management, LLC include DECKER, JESSICA, ANNE, ROSS, ROBERT, KARL, INTERIM HOLDINGS, LLC, MASTALER, KEVIN, CHRISTOPHER, OFFICE, JEREMY, SIMMS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.