MACLENDON WEALTH MANAGEMENT, LLC

137 Nw 1st Avenue
Delray Beach, Florida 33444
Tel: (561) 293-3520

About MACLENDON WEALTH MANAGEMENT, LLC

MACLENDON WEALTH MANAGEMENT, LLC, formally registered with the SEC as MACLENDON WEALTH MANAGEMENT, LLC. The firm was established in 06/07/2011. They have over 2 offices throughout the country.

MACLENDON WEALTH MANAGEMENT, LLC is a Delray Beach, Florida based Financial Planning firm with nearly $123,170,058 assets under management, offering retirement planning & investment advisory services to 123 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	157819
SEC#	801-72376
Assets Managed by Firm	$123,170,058
No. of Clients	123
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	123	$123,170,058
Individuals (other than high net worth individuals)	9	$4,325,848
High net worth individuals	20	$117,699,756
Charitable organizations	1	$1,701
Corporations or other businesses	2	$1,142,753

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