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Maclendon Wealth Management, LLC
Multifamily office listing in Delray Beach, Florida, United States.
- SEC-registered
- Founded 2011
- Regulatory AUM
- $130 million
- Employees
- 3
- Clients
- 11-25
- Founded
- 2011
Boutique, family-based wealth management for business owners, athletes, entertainers, entrepreneurs, and other successful individuals who have created their own wealth.
Overview
Maclendon Wealth Management provides personalized financial guidance and premium services through a boutique, family-oriented model. The firm works with clients across wealth management, investments, business planning, and related financial needs.1
History
Jeremy S. Office founded Maclendon in 2011 to combine the capabilities of a national firm with the experience of a traditional family environment.1
Leadership
Jeremy S. Office, Ph.D. is the firm’s founder and advisor. Kilburn Sherman, CPA serves as an advisor, while Chris Owen is an associate focused on business and stock reviews, portfolio management, and financial-market analysis.1
Services
Maclendon’s services include wealth preservation, asset management and growth, retirement planning, investment services, liability planning, and business assistance.2
The firm advises entrepreneurs and business owners on business plans, capital raising, growth plans, cash-flow modeling, acquisitions, divestitures, restructuring, and business transitions.2
Maclendon also provides traditional and alternative investment consulting, including work involving private placements, venture capital, and hedge funds.2
The firm coordinates with accountants, attorneys, real estate professionals, insurance agents, and other financial and legal professionals to support clients’ broader planning needs.2
What the firm offers
- Investment management
- Risk and insurance
- Business owner services
- Private and alternative investments
- Retirement planning
Client Focus
Maclendon serves business owners, athletes, entertainers, entrepreneurs, and other successful individuals who have built their own wealth.3
Approach
Maclendon describes its team-based service model as OneTeam®, with professionals assigned defined roles that complement one another’s strengths. The firm says it begins each engagement by reviewing the client’s complete financial picture, goals, immediate needs, and risk tolerance before developing strategies and targets.2
Maclendon reports that it is independent and employee-owned, with compensation derived from the services it provides rather than from products it recommends or sells.2
Registration and Fees
Maclendon reports that it is registered with the U.S. Securities and Exchange Commission as an investment adviser. Its Form CRS describes asset-based fees for portfolio management that may include financial planning or financial consulting services.4
By the numbers
| Year | Regulatory AUM | Discretionary | Non-discretionary |
|---|---|---|---|
| 2016 | $117 million | $117 million | $0 |
| 2017 | $168 million | $168 million | $0 |
| 2018 | $165 million | $165 million | $0 |
| 2019 | $129 million | $129 million | $0 |
| 2020 | $144 million | $144 million | $0 |
| 2021 | $173 million | $173 million | $0 |
| 2022 | $170 million | $170 million | $0 |
| 2023 | $116 million | $116 million | $0 |
| 2025 | $130 million | $130 million | $0 |
| 2026 | $130 million | $130 million | $0 |
| Year | Average AUM per client |
|---|---|
| 2018 | $4 million |
| 2019 | $3 million |
| 2020 | $4 million |
| 2021 | $5 million |
| 2022 | $5 million |
| 2023 | $4 million |
| 2025 | $4 million |
| 2026 | $4 million |
| Client type | Clients (2026) |
|---|---|
| Individuals | 10 |
| High net worth individuals | 22 |
| Corporations | 1 |
| Year | Employees |
|---|---|
| 2016 | 5 |
| 2017 | 4 |
| 2018 | 4 |
| 2019 | 4 |
| 2020 | 2 |
| 2021 | 2 |
| 2022 | 3 |
| 2023 | 3 |
| 2025 | 3 |
| 2026 | 3 |
Ranks #22 of 23 SEC-registered firms in FL on MultifamilyOffices.com by regulatory AUM.
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 157819. Ranking uses only firms profiled on MultifamilyOffices.com. As of .
FAQs
What types of clients does Maclendon serve?
Maclendon works with business owners, athletes, entertainers, entrepreneurs, and other individuals who have created their own wealth.3
What business services does Maclendon provide?
The firm supports business plans, capital raising, growth planning, cash-flow modeling, acquisitions, divestitures, restructuring, and business transitions.2
Does Maclendon offer alternative investment consulting?
Yes. Its investment consulting includes traditional and alternative opportunities such as private placements, venture capital, and hedge funds.2
Related resources
- LocationMultifamily offices in Florida
The Florida multifamily office directory gives a reader a way to compare firms serving families and business owners in the region. It can help place Maclendon Wealth Management's investment management, insurance, retirement planning, and private investment services alongside other local options.
- Network siteFamilyBusinesses.com
FamilyBusinesses.com offers directories and practical playbooks for family owned companies. A business owner considering Maclendon Wealth Management can use these materials to think through succession, governance, risk, and financial decisions that connect with business owner services and long term family planning.
- GuideHow to choose a multifamily office
This guide outlines questions to ask when comparing multifamily offices, including client fit, services, investment approach, and planning relationships. A wealthy family or entrepreneur can use it to assess whether Maclendon Wealth Management's mix of investment management, insurance, retirement planning, and private investments matches their needs.
- GuideOutsourced CIO vs multifamily office
The comparison explains how an outsourced chief investment officer differs from a multifamily office in scope, responsibilities, and family support. It can help an investor decide whether Maclendon Wealth Management's broader services, including risk planning, business owner support, retirement planning, and alternative investments, fit the role they want.
- Similar firmsLegacy Family Office, LLC
Correll Capital
Element Pointe Family OfficeProfiles of Legacy Family Office, LLC, Correll Capital, and Element Pointe Family Office provide additional points of comparison on this site. Reviewing their stated services and client focus can help a family or successful business owner frame questions for Maclendon Wealth Management about investments, insurance, business needs, and retirement planning.
Sources
- Maclendon Wealth Management, Who We Are
- Maclendon Wealth Management, What We Do
- Maclendon Wealth Management
- Maclendon Wealth Management Disclosures and [Form CRS](https://reports.adviserinfo.sec.gov/crs/crs_157819.pdf)
This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.
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