Maclendon Wealth Management, LLC
SEC RegisteredTRADITIONAL VALUES. SOPHISTICATED KNOWLEDGE. CUSTOM SOLUTIONS.
About the firm
Maclendon Wealth Management functions as a personal CFO for its members—business owners, athletes, entertainers and other successful individuals who have created their own wealth. The firm leverages the collective knowledge of a specialized team to meet the complex financial concerns of its members, ranging from wealth preservation and tax guidance to alternative investments and business planning.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth preservation, tax guidance, alternative investments, and business planning.
Who they serve
Business owners, athletes, entertainers, and other successful individuals who have created their own wealth.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 10 | $5.1M |
| High Net Worth Individuals | 22 | $124M |
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Maclendon Wealth Management, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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