KS
Kilburn Sherman
MACLENDON WEALTH MANAGEMENT
Delray Beach, FL 33444
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CRD#: 7845507
KS
Professional summary
Kilburn Sherman is a registered financial advisor currently at MACLENDON WEALTH MANAGEMENT, LLC located in Delray Beach, Florida.
Kilburn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Kilburn has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
SJO Worldwide LLC, d/b/a Knight Sky Capital/Knight Sky Ventures, investment related; 137 NW 1st Avenue, Delray Beach, FL, 33444; Personal/private equity investments; Title: Managing Director; Start: 08/20/2012; Approximate Hours/Month: 80; Approximate Hours/Month during trading hours 80; Duties: investment evaluation.
CRS (Client Relationship Summary) - RIA
Click below to view Kilburn Sherman's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 14, 2024 - Present
MACLENDON WEALTH MANAGEMENT, LLC
Office #1: 137 Nw 1st Avenue, Delray Beach, FL 33444RIA
CRD#: 157819
Delray Beach, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MW
MACLENDON WEALTH MANAGEMENT, LLC
MACLENDON WEALTH MANAGEMENT, LLC
CRD#: 157819 / SEC#: 801-72376
RIA
Registered Investment Advisory firm - (6/7/2011 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(6/14/2024)
Exams
Current Firm
MW
MACLENDON WEALTH MANAGEMENT, LLC
MACLENDON WEALTH MANAGEMENT, LLC
CRD#: 157819 / SEC#: 801-72376
RIA
Registered Investment Advisory firm - (6/7/2011 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
137 Nw 1st Avenue, Delray Beach, FL 33444
Mailing Address
Phone number
(561) 293-3520
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 120 |
| AUM (Assets Under Management) | $ 129,735,249 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/26/2025 | ||
| 10/28/2024 | ||
| 01/24/2024 | ||
| 10/28/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
MACLENDON WEALTH MANAGEMENT, LLC
CRD#: 157819Delray Beach, FL 33444TRUST BUT VERIFY
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