Maclendon Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$129,523,674
Clients
32
Advisors
2
of 3 employees
About
Maclendon Wealth Management, LLC provides financial planning, consulting, and discretionary investment management to individuals, high‑net‑worth clients, trusts, estates, and business entities. The firm implements advice through managed accounts and ongoing planning consultations tailored to each client's situation.
The firm emphasizes asset allocation with both strategic rebalancing and a tactical overlay informed by fundamental, technical, and cyclical analysis, and it constructs individualized risk profiles to guide portfolio decisions. Maclendon acts with discretionary trading authority and its brochure discloses that it may trade client accounts on margin, including borrowing against securities in separately managed accounts.
Noteworthy features include a relatively small client roster overseen by a two‑advisor team managing roughly $129.6 million in assets, resulting in a high average asset-per-account, and an affiliation with a privately held investment company for which the firm acts as adviser and may have custody access; the firm may also serve as trustee for certain client accounts. The brochure further discloses that Maclendon sponsors a wrap‑fee program and maintains broker‑dealer and insurance relationships, characteristics that are less common among peers and that can affect account structure and conflicts of interest.
Client services
Expertise
Fee options
Fixed fees mentioned in SEC Form ADV Part 1, but no specific amounts disclosed in brochure.
0.90% - 2.00% annually, varies depending on asset size and type of investment management service
Certain supervised persons may offer insurance products and securities under a commission arrangement separate and in addition to advisory fees.
Hourly charges mentioned in SEC Form ADV Part 1, but no specific rates disclosed in brochure.
Main office
137 NW 1st Avenue
Delray Beach FL 33444
Advisors at this office
2
Most active in
Florida · Ohio · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Advisors at this firm
Kilburn S
PFS™
Delray Beach, FL
Maclendon Wealth Management, LLC
Kilburn Sherman is a financial advisor at Maclendon Wealth Management, LLC with the PFS™ designation and 2 years of industry experience. He has been managing private equity investments as Managing Director at SJO Worldwide LLC since 2012. Maclendon Wealth Management provides financial planning, consulting, and discretionary investment management to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a combination of strategic rebalancing and tactical overlays guided by fundamental, technical, and cyclical analysis to construct individualized risk profiles and tailored portfolio solutions.
Jeremy O
CFP®, ChFC®, Series 66
Delray Beach, FL
Maclendon Wealth Management, LLC
Jeremy Office is a CFP® and ChFC® with 24 years of industry experience. He is a principal and financial advisor at Maclendon Wealth Management, LLC, where he has worked since 2011. Prior to that, he spent time at Comprehensive Asset Management & Servicing, Inc. He is also involved as a member in a private equity investment entity and serves as a trustee overseeing accounts and coordinating tax, legal, and accounting matters. Maclendon Wealth Management, LLC provides financial planning, consulting, and discretionary investment management to individuals, high-net-worth clients, trusts, estates, and business entities. The firm emphasizes asset allocation through strategic rebalancing and a tactical overlay based on multiple analyses, managing portfolios with individualized risk profiles.
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