Maclachlan Wealth Management

Maclachlan Wealth Management (CRD# 298927) is a financial advisory firm headquartered in Bellevue, WA. They manage $87,379,370 in 216 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
800 Bellevue Way Ne, Suite 500, Bellevue, WA 98004
http://www.macwm.com
By the Numbers
  • Total Assets Under Management
    87
    MILLION
  • Total Number of Accounts
    216
    ACCOUNTS
  • Average Account Value
    $404,534
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Maclachlan Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Kent Maclachlan, financial advisor Bellevue WA
Kent A. Maclachlan
CRD#: 1984484
800 Bellevue Way Ne, Suite 500, Bellevue, WA 98004

Kent Maclachlan (CRD# 1984484) is an Investment Advisor Representative working at Maclachlan Wealth Management in Bellevue, WA and has over 34 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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