MACLACHLAN WEALTH MANAGEMENT

MACLACHLAN WEALTH MANAGEMENT of BELLEVUE, WA is an SEC-registered investment adviser (CRD 298927). Regulatory assets under management: $101.7M.

Registration

• CRD: 298927
• Type: Registered investment adviser
• Location: 800 BELLEVUE WAY NE, BELLEVUE, WA, 98004
• Phone: 206-409-4755
• Latest filing: 2026-03-02
• Regulatory AUM: $101.7M
• Discretionary AUM: $101.7M
• Clients: 1
• Accounts: 246

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 298927 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search