Maclendon Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers. Financial planning was provided to 11–25 clients last fiscal year.
Maclendon Wealth Management reports 33 clients. They include 22 high-net-worth individuals, 10 individual clients and 1 corporate or other business client. Of its assets, 100.0% ($130M across 34 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $130M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 30% | 4% |
| High-net-worth individuals | 67% | 96% |
| Corporations and other businesses | 3% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 10 | $5.08M | 3.9% | $508K |
| High-net-worth individuals | 22 | $124M | 96.0% | $5.66M |
| Corporations and other businesses | Fewer than 5 | $64.2K | 0.0% | $64.2K |
| Total | 33 | $130M | 100% | — |
- Clients
- 10
- Regulatory AUM
- $5.08M
- AUM share
- 3.9%
- Avg. per client
- $508K
- Clients
- 22
- Regulatory AUM
- $124M
- AUM share
- 96.0%
- Avg. per client
- $5.66M
- Clients
- Fewer than 5
- Regulatory AUM
- $64.2K
- AUM share
- 0.0%
- Avg. per client
- $64.2K
Total
- Clients
- 33
- Regulatory AUM
- $130M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
Maclendon Wealth Management charges 0.90%–2.00% a year for its Investment Management Fee. The fee is billed in advance and is negotiable.
Fee details and sources
Jeremy Office owns 75% or more of Maclendon Wealth Management. The leadership team of Maclendon Wealth Management includes Chief Compliance Officer Kilburn Sherman. It has 3 employees, 2 of them in advisory roles.
Staff
- 3 employees
- 2 in advisory functions
- 2 state-registered reps
- 1 broker-dealer rep
- 1 insurance agent
- Owns 75% or more of Maclendon Wealth Management, LLC
Jeremy Office
Control person · since June 2011
Maclendon Wealth Management’s regulatory assets fell from $173M (March 2021) to $130M (July 2026); clients fell from 38 to 33 and employees rose from 2 to 3.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jul 2026July 2026 | $130M | 33 | 3 | 2 |
| Mar 2025March 2025 | $130M | 33 | 3 | 2 |
| Jul 2024July 2024 | $123M | 32 | 4 | 2 |
| Mar 2023March 2023 | $116M | 32 | 3 | 2 |
| Mar 2022March 2022 | $170M | 32 | 3 | 2 |
| Mar 2021March 2021 | $173M | 38 | 2 | 1 |
Besides its headquarters, Maclendon Wealth Management has 1 office (1 private residence, listed without an address), with 1 listed address in 1 state.
Florida · 1 listed address
- 137 NW 1st Avenue, Delray BeachHQ
Contact and registration details
- Legal name
- Maclendon Wealth Management, LLC
- Headquarters
- 137 NW 1st Avenue, Delray Beach, FL 33444
- Website
- maclendon.com
- Phone
- 561-293-3520
- SEC file
- 801-72376
- Structure
- Florida LLC
- Fiscal year end
- December
Maclendon Wealth Management’s named custodian for separately managed accounts is Charles Schwab ($130M). Maclendon Wealth Management has custody of $16.8M for 3 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $130M100%
At year end, Maclendon Wealth Management’s separately managed accounts were mostly in funds (67%) and stocks (32%).
What the accounts hold
- Stocks32%
- Funds67%
- Other1%
- Morgan stanley aip fund1%
How many clients does Maclendon Wealth Management have?
Maclendon Wealth Management has 33 clients and manages $130 million for them, as of July 2026. They include 22 high-net-worth individuals, 10 individual clients and 1 corporate or other business client.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 July 2026
What services does Maclendon Wealth Management offer?
Maclendon Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Maclendon Wealth Management charge?
Maclendon Wealth Management charges 0.90%–2.00% a year for its Investment Management Fee. The fee is billed in advance and is negotiable.
Source: MACLENDON WEALTH MANAGEMENT, LLC DISCLOSURE BROCHURE, filed 30 July 2026
Which custodians does Maclendon Wealth Management use?
Maclendon Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $130M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 July 2026
How many financial advisors does Maclendon Wealth Management have?
Maclendon Wealth Management has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Maclendon Wealth Management invest in?
At the end of its last fiscal year, Maclendon Wealth Management’s separately managed accounts held 67% registered funds (mutual funds, ETFs, BDCs), 32% exchange-traded equities and 1% other. The 1% other category is described as: Morgan Stanley Aip Fund.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Maclendon Wealth Management?
Maclendon Wealth Management’s direct owner is Jeremy Office (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 July 2026
How does Maclendon Wealth Management get paid?
Maclendon Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Maclendon Wealth Management?
Maclendon Wealth Management’s main office is at 137 NW 1st Avenue, Delray Beach, FL 33444. Its phone number is 561-293-3520. Its website is maclendon.com.