{
  "crd_number": 157819,
  "slug": "maclendon-wealth-management-llc-delray-beach-fl-157819",
  "primary_business_name": "MACLENDON WEALTH MANAGEMENT, LLC",
  "legal_name": "MACLENDON WEALTH MANAGEMENT, LLC",
  "dbas": [],
  "city": "Delray Beach",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "33100",
  "metro": {
    "cbsa_code": "33100",
    "common_name": "Miami",
    "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL",
    "path": "/advisors/fl/miami"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2011-06-07",
  "years_registered": 15,
  "period": "2026-10-01",
  "filing_date": "2026-07-30",
  "carried_forward": false,
  "raum_total": 129587861.0,
  "raum_discretionary": 129587861.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 5079951.0,
      "count": 10
    },
    "high_net_worth_individuals": {
      "raum": 124443723.0,
      "count": 22
    },
    "corporations_other_businesses": {
      "raum": 64187.0,
      "count": 1,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "OH",
    "TX"
  ],
  "websites": [
    "https://maclendon.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/157819",
  "city_as_filed": "DELRAY BEACH",
  "url": "https://advisorcensus.com/firm/maclendon-wealth-management-llc-delray-beach-fl-157819",
  "display_name": "Maclendon Wealth Management, LLC",
  "summary": "Maclendon Wealth Management, LLC is an SEC-registered investment advisory firm in Delray Beach, FL, registered since 2011, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 30, 2026.",
  "citation": "AdvisorCensus. Maclendon Wealth Management, LLC (CRD 157819): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Maclendon Wealth Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Maclendon Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Maclendon Wealth Management, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated July 30, 2026 states: Asset-based fee: 0.9% to 2% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Maclendon Wealth Management, LLC located?",
      "a": "Maclendon Wealth Management, LLC's principal office is in Delray Beach, FL, according to its Form ADV."
    },
    {
      "q": "Is Maclendon Wealth Management, LLC registered with the SEC or a state?",
      "a": "Maclendon Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2011. Status as filed: Approved. CRD 157819."
    },
    {
      "q": "How much does Maclendon Wealth Management, LLC manage?",
      "a": "Maclendon Wealth Management, LLC reports $129,587,861 in regulatory assets under management in its Form ADV filing dated July 30, 2026 (100% discretionary)."
    },
    {
      "q": "How have Maclendon Wealth Management, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Maclendon Wealth Management, LLC: Regulatory assets under management: $172,936,188 in the October 2021 data and $129,587,861 in the October 2026 data, down 25%. Total employees: 2 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Maclendon Wealth Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (22); individuals (other than high net worth individuals) (10); corporations or other businesses not listed above (1)."
    },
    {
      "q": "Which custodians does Maclendon Wealth Management, LLC use?",
      "a": "Maclendon Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Maclendon Wealth Management, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/157819"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 172936188.0,
      "total_employees": 2,
      "filing_date": "2021-03-23"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 169866109.0,
      "total_employees": 3,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 115894252.0,
      "total_employees": 3,
      "filing_date": "2023-03-28"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 123170058.0,
      "total_employees": 4,
      "filing_date": "2024-07-10"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 129735249.0,
      "total_employees": 3,
      "filing_date": "2025-03-12"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 129587861.0,
      "total_employees": 3,
      "filing_date": "2026-07-30"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated July 30, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.9% to 2% a year",
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.9% to 2% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "The annual fee varies (between 0.90% and 2.00%) depending upon the market value of the assets under management and the type of investment management services to be rendered."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        0.9,
        2.0
      ],
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "The annual fee varies (between 0.90% and 2.00%) depending upon the market value of the assets under management and the type of investment management services to be rendered."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/maclendon-wealth-management-llc-delray-beach-fl-157819.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 10,
      "fewer_than_5": false,
      "raum": 5079951.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 22,
      "fewer_than_5": false,
      "raum": 124443723.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 1,
      "fewer_than_5": true,
      "raum": 64187.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/157819",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}