# Maclachlan Wealth Management

> Maclachlan Wealth Management is a state-registered investment advisory firm in Bellevue, WA, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 2, 2026.

- CRD: 298927
- Filed as: MACLACHLAN WEALTH MANAGEMENT
- Legal name: Maclachlan Wealth Management, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Bellevue, WA
- Filing period: October 2026
- Form ADV filing dated: March 2, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/298927
- AdvisorCensus page: https://advisorcensus.com/firm/maclachlan-wealth-management-bellevue-wa-298927

## Quick answers

**How is Maclachlan Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Maclachlan Wealth Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Maclachlan Wealth Management located?**
Maclachlan Wealth Management's principal office is in Bellevue, WA, according to its Form ADV.

**Is Maclachlan Wealth Management registered with the SEC or a state?**
Maclachlan Wealth Management is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 298927.

**How much does Maclachlan Wealth Management manage?**
Maclachlan Wealth Management reports $101,715,218 in regulatory assets under management in its Form ADV filing dated March 2, 2026 (100% discretionary).

**What types of clients does Maclachlan Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (75); high net worth individuals (30).

**Does Maclachlan Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/298927

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $101,715,218
- Discretionary: $101,715,218
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 75 | $26,181,803 |
| High net worth individuals | 30 | $75,533,415 |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | Not reported |
| Charitable organizations | Fewer than 5 | Not reported |
| State or municipal government entities (including government pension plans) | Fewer than 5 | Not reported |
| Other investment advisers | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | Not reported |
| Corporations or other businesses not listed above | Fewer than 5 | Not reported |
| Other | Fewer than 5 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2018 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- macwm.com
- LinkedIn @maclachlan-wealth-management
- LinkedIn @kent-maclachlan-200a2

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Maclachlan Wealth Management (CRD 298927): Form ADV filing data as of October 2026.