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DAVID WENDELL ASSOCIATES, INC.
WENDELL DAVID ASSOCIATES INC
CRD 106664 · SEC 801-47437
1 NEW HAMPSHIRE AVENUE, SUITE 300, PORTSMOUTH, NH, 03801-2904, United States
Phone
603-427-0200
Fax
603-433-3013
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.33B
Discretionary AUM
$1.14B
Team
5 total employees; 5 advisory reps; 4 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-19
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 234 | $89.5M |
| High net worth individuals | 208 | $988.2M |
| Charitable organizations | 17 | $122.0M |
States served
CA, CO, IL, KY, ME, MD, MA, MI, NY, OH, PA, VA, MO, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD