$101.7M Total AUM
$101.7M Disc. AUM
-- 3Y CAGR
1 Employees
105 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Inspira Financial Trust · LLC · Prudential
- Clients
- Retail
- Platforms
- Timber
- Established Date
- 12-06-2018
- Office Locations
- 1
Office Locations
800 Bellevue WAY NE Suite 500 Bellevue WA
About Maclachlan Wealth Management
MacLachlan Wealth Management is a Bellevue, WA boutique RIA providing fiduciary financial planning and ongoing portfolio management for individuals and business owners. The firm emphasizes objective, comprehensive advice and implements portfolios primarily with ETFs, complemented by public funds and cash. Prospects can start with a complimentary online financial plan through its planning portal.
Team overview
60 AVG AGE
$101.7M AVG AUM / ADVISOR
$968.7K AVG AUM / CLIENT
7.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Element signal
Client Personas
Timber
Custodian
Meridian element
Investment Themes
Catalyst Vertex
Investment Vehicles
Ember
Platform
Signal
Services
Pioneer legacy Crest frontier Catalyst Value horizon Quantum momentum Alpha Element matrix
Technology
Unison prime
Owner & Executives
K
KENT ALAN MACLACHLAN JR
Principal
- CRD
- #1984484
- Ownership
- 75% or more
(590) 976-1019
harbor.pioneer@alphacapital.com
in linkedin.com/in/harbor-ember
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $101,715,218 | -- |
| Non-Discretionary | $0 | -- |
| Total | $101,715,218 | -- |
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Separately Managed Accounts
Total SMA Asset: $101,715,218
Equity - Exchange:
8.4% Public Funds:
27.0% Cash:
13.2% Corporate - Investment Grade:
22.1% Corporate - Non-Investment Grade:
29.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $51,661,761 | 8.4% |
| Public Funds | $166,055,661 | 27.0% |
| Cash | $81,182,768 | 13.2% |
| Corporate - Investment Grade | $135,919,633 | 22.1% |
| Corporate - Non-Investment Grade | $180,201,143 | 29.3% |
| Total | $615,020,966 | 100.0% |