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Kilburn Sherman

MACLENDON WEALTH MANAGEMENT, LLC·DELRAY BEACH, Florida
Clean record2 years registeredMACLENDON WEALTH MANAGEMENT, LLC
137 NW 1ST AVENUE, DELRAY BEACH, FL 33444CRD# 7845507Firm CRD# 157819

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kilburn Sherman · DELRAY BEACH, FL
Registration
CRD #7845507 · MACLENDON WEALTH MANAGEMENT, LLC · 2 years registered
Brand Profile
Not yet started
01

Career History

MACLENDON WEALTH MANAGEMENT, LLC
Jun 2024 – present
02

Registrations & Exams

Registration record
First registered · June 14, 2024
Years registered · 2
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MACLENDON WEALTH MANAGEMENT, LLC
CRD 157819 · SEC 801-72376
AUM
$123M
Regulatory assets under management
Employees
4
123 client accounts
Services offered by MACLENDON WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MACLENDON WEALTH MANAGEMENT, LLC →
Introduction

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05

Frequently Asked Questions

What services does Kilburn Sherman offer?
Kilburn Sherman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DELRAY BEACH, Florida for a consultation.
What are Kilburn Sherman's credentials?
Kilburn Sherman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kilburn Sherman located?
Kilburn Sherman is based in DELRAY BEACH, Florida, working with MACLENDON WEALTH MANAGEMENT, LLC. Their office serves clients in the DELRAY BEACH metropolitan area and surrounding communities.
How does Kilburn Sherman charge for services?
Kilburn Sherman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MACLENDON WEALTH MANAGEMENT, LLC?
MACLENDON WEALTH MANAGEMENT, LLC has approximately 4 employees and manages $123M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MACLENDON WEALTH MANAGEMENT, LLC

Kevin Christopher Mastaler
DELRAY BEACH, FL
Jeremy Simms Office
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Alyson Austin
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