$129.6M Total AUM
$129.6M Disc. AUM
3.8% 3Y CAGR
3 Employees
33 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Beacon eagle
- Established Date
- 06-07-2011
- Office Locations
- 1
Office Locations
137 NW 1ST Avenue Delray Beach FL
About Maclendon Wealth Management, LLC
Maclendon Wealth Management is an RIA that positions itself as a personal CFO for self-made high earners—business owners, athletes, entertainers and other successful individuals. Services span wealth preservation, tax guidance, business planning and alternative investments. Investment use includes public funds and ETFs, with stated interests in SRI, annuities and venture capital; custody via Schwab/TD Ameritrade.
Team overview
-- AVG AGE
$64.8M AVG AUM / ADVISOR
$3.9M AVG AUM / CLIENT
8.6 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
15yrs Firm Age
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Asset Classes
Horizon pathway Crest
Client Personas
Zenith delta Peak focus
Custodian
Pioneer capital Pioneer peak Zenith glacier North insight
Investment Themes
Oak peak Quantum oak Frontier
Investment Vehicles
Momentum timber
Services
Pioneer Matrix legacy Beacon Summit Horizon
Technology
Wave
Owner & Executives
JEREMY SIMMS OFFICE
PRINCIPAL
- CRD
- #4526007
- Ownership
- 75% or more
(543) 318-9225
north.beacon@vertexcapital.com
in linkedin.com/in/legacy-glacier
Kilburn Sherman
Chief Compliance Officer
- CRD
- #7845507
- Ownership
- Less than 5%
(373) 280-6840
vector.timber@quantumcapital.com
in linkedin.com/in/pathway-wave
Showing 2 of 2 owners & executives
Unlock allContacts
JEREMY SIMMS OFFICE
PRINCIPAL
- CRD
- #4526007
(584) 269-2585
catalyst.wave@fusioncapital.com
in linkedin.com/in/prime-foundation
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $129,587,861 | $3,811,408 |
| Non-Discretionary | $0 | -- |
| Total | $129,587,861 | $3,811,408 |
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Separately Managed Accounts
Total SMA Asset: $129,587,861
Public Funds:
36.3% Equity - Exchange:
37.0% Other:
26.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,094,339,838 | 36.3% |
| Equity - Exchange | $1,115,442,810 | 37.0% |
| Other | $804,927,649 | 26.7% |
| Total | $3,014,710,297 | 100.0% |