M
MacLachlan Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$101,715,218
Clients
105
29% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
105
Very HighAverage account size
$968,716
About
MacLachlan Wealth Management serves individuals, families and business owners as well as trusts, estates, corporations, associations and charitable organizations, providing discretionary asset management along with financial planning, estate analysis and family wealth coordination. The firm states it manages approximately $101.7 million in discretionary assets and offers ongoing portfolio construction, monitoring, rebalancing and reporting across a broad range of securities.
Investment decisions are informed by a mix of quantitative and qualitative analysis, modern portfolio theory and charting, and portfolios are implemented using stocks, bonds, mutual funds, ETFs, REITs, and other instruments with the option to engage third‑party independent managers. Client engagements emphasize coordinated planning with other professionals, written recommendations, and periodic reviews with discretionary trading authority unless clients impose restrictions.
Compared with many solo independent advisors, the firm documents serving corporate entities and charitable organizations in addition to individuals, and it describes family wealth coordination services designed for high‑net‑worth transfers and legacy matters. The advisory representative may also be a licensed insurance producer (with insurance sales noted as occupying under 5% of firm time) and holds an ownership interest in a separate real estate investment entity, with the brochure noting no crossover between that activity and advisory services.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Real estate investing
Options & derivatives strategies
Occupation focus
Founder/Business Owner
Fee options
Up to 1.25% per year
Main office location
MacLachlan Wealth Management
800 Bellevue Way Ne, Suite 500
Bellevue WA 98004, United States
Number of offices
1
Most active in
MacLachlan Wealth Management has reported serving >5 clients in these states in the last 12 months.
Arizona · Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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