Maclendon Wealth Management

EST. AUM
$129,587,861

CONTACTS
2

CLIENT ACCOUNTS
34

Firm Details

Metro area West Palm Beach
CRD Number 157819
Website maclendon.com
Client types

Overview

Maclendon Wealth Management is a boutique multi-family office built on a foundation of traditional values, sophisticated knowledge, and custom-tailored solutions. It caters to successful, affluent individuals, families, and businesses that have an entrepreneurial mindset and are looking for a dedicated team and exceptional wealth management services. The firm offers uncompromised advice with concierge service in a family office environment. Because its team shares an entrepreneurial outlook with its clients, it has the drive and focus needed to meet their unique needs. In addition to offering a full menu of traditional wealth management services, it provides more specialized offerings, including non-traditional and alternative investments, venture capital, hedge funds, concierge services, and business planning services. Whether assisting with retirement planning or advising on investing in a new business, Maclendon Wealth Management has an unwavering commitment to meeting the goals of its clients.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Maclendon Wealth Management

Platform Details

Investment Preferences

Alternative Activity

Address

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