Maclendon Wealth Management is a boutique multi-family office grounded in traditional values, sophisticated knowledge and custom-tailored solutions. Its clients are successful, affluent individuals, families and businesses with an entrepreneurial mindset who want a dedicated team and exceptional wealth management services. The firm gives uncompromised advice with concierge service in a family office setting. The team shares its clients' entrepreneurial outlook, which gives it the drive and focus to address their particular needs. Alongside a full menu of traditional wealth management services, it has more specialized offerings: non-traditional and alternative investments, venture capital, hedge funds, concierge services and business planning services. Whether the work is retirement planning or advice on investing in a new business, the firm is unwaveringly committed to client goals and regards its clients as true members of its family.
Public regulatory records matched to Maclendon Wealth Management from SEC and IRS filings.
Public filings matched to Maclendon Wealth Management across SEC, IRS, DOL and international registers — newest first.
Cross-referenced from the LPbacked Signal Feed.
Browse more multi family offices (mfo) and other institutional investors by location and type in the LPbacked limited-partner database.
Maclendon Wealth Management is a multi family office (mfo) based in Delray Beach, United States, managing approximately $115M in assets.
Maclendon Wealth Management is headquartered in Delray Beach, United States.
Maclendon Wealth Management manages approximately $115M in assets under management.
Maclendon Wealth Management focuses on Growth Capital, Investment Funds, Joint Venture/Partner, Private Equity, Venture Capital - Early Stage, Conservative Allocation, Equity/Mutual Funds, Equity Securities.
Verified contact details, key decision-makers, and investment preferences for Maclendon Wealth Management are available on LPbacked. Create a free account to access them.