MacLachlan Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Occupation focus
Fee options
Up to 1.25% per year
Main office
800 Bellevue Way NE, Suite 500
Bellevue WA 98004
Advisors at this office
1
Most active in
Arizona · Washington
Also doing business as
Maclachlan Wealth Management · Maclachlan Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)