Maclendon Wealth Management, LLC

Maclendon Wealth Management, LLC (CRD# 157819) is a financial advisory firm headquartered in Delray Beach, FL. They manage $116,647,199 in 158 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    117
    MILLION
  • Total Number of Accounts
    158
    ACCOUNTS
  • Average Account Value
    $738,273
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, TX

Financial Advisors at Maclendon Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Jeremy S. Office
CRD#: 4526007
137 Nw 1st Avenue, Delray Beach, FL 33444
96
Wealthminder
score

Jeremy Office (CRD# 4526007) is an Investment Advisor Representative working at Maclendon Wealth Management, LLC in Delray Beach, FL and has over 14 years of experience in the finance industry. Jeremy Office has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Alyson Austin
CRD#: 5155642
137 Nw 1st Avenue, Delray Beach, FL 33444
93
Wealthminder
score

Alyson Austin (CRD# 5155642) is an Investment Advisor Representative working at Maclendon Wealth Management, LLC in Delray Beach, FL and has over 9 years of experience in the finance industry.

3
Kevin C. Mastaler
CRD#: 5468978
137 Nw 1st Avenue, Delray Beach, FL 33444
93
Wealthminder
score

Kevin Mastaler (CRD# 5468978) is an Investment Advisor Representative working at Maclendon Wealth Management, LLC in Delray Beach, FL and has over 8 years of experience in the finance industry.

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