# Maclendon Wealth Management, LLC

> 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.

- CRD: 157819
- Filed as: MACLENDON WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Delray Beach, FL
- Filing period: October 2026
- Form ADV filing dated: July 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/157819
- AdvisorCensus page: https://advisorcensus.com/firm/maclendon-wealth-management-llc-delray-beach-fl-157819

## Quick answers

**How is Maclendon Wealth Management, LLC compensated?**
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).

**How much does Maclendon Wealth Management, LLC charge?**
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.

**Where is Maclendon Wealth Management, LLC located?**
Maclendon Wealth Management, LLC's principal office is in Delray Beach, FL, according to its Form ADV.

**Is Maclendon Wealth Management, LLC registered with the SEC or a state?**
Maclendon Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2011. Status as filed: Approved. CRD 157819.

**How much does Maclendon Wealth Management, LLC manage?**
Maclendon Wealth Management, LLC reports $129,587,861 in regulatory assets under management in its Form ADV filing dated July 30, 2026 (100% discretionary).

**How have Maclendon Wealth Management, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Maclendon Wealth Management, LLC serve?**
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).

**Which custodians does Maclendon Wealth Management, LLC use?**
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.

**Does Maclendon Wealth Management, LLC report any disciplinary disclosures?**
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

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated July 30, 2026)

- Asset-based fee: 0.9% to 2% a year (a range, as the brochure states it)

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $129,587,861
- Discretionary: $129,587,861
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 10 | $5,079,951 |
| High net worth individuals | 22 | $124,443,723 |
| Corporations or other businesses not listed above | 1 | $64,187 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2011 (15 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL, OH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [maclendon.com](https://maclendon.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $172,936,188 | 2 | March 23, 2021 |
| October 2022 | $169,866,109 | 3 | March 31, 2022 |
| October 2023 | $115,894,252 | 3 | March 28, 2023 |
| October 2024 | $123,170,058 | 4 | July 10, 2024 |
| October 2025 | $129,735,249 | 3 | March 12, 2025 |
| October 2026 | $129,587,861 | 3 | July 30, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Maclendon Wealth Management, LLC (CRD 157819): Form ADV filing data as of October 2026.