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WADDELL & ASSOCIATES, LLC
CRD 283723 · SEC 801-107784
5188 WHEELIS DRIVE, MEMPHIS, TN, 38117, United States
Phone
901-767-9187
Fax
901-767-0056
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.38B
Discretionary AUM
$2.34B
Team
21 total employees; 9 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; REVENUE SHARING WITH FRS AND ON ELIBIBLE CREDIT AND CASH MGMT
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersCREDIT AND CASH MANAGEMENT SOLUTIONS AND INSURANCE SOLUTIONS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 695 | $480.0M |
| High net worth individuals | 306 | $1.76B |
| Pension/profit sharing plans | 36 | $89.5M |
| Charitable organizations | 3 | $1.8M |
| Corporations/business entities | 14 | $46.2M |
States served
AL, AZ, AR, CA, CO, DC, GA, IL, KY, LA, MA, MI, MS, MT, NY, NC, PA, SC, TN, VA, MO, WA, TX, NH, HI, FL
All web addresses on file
- https://twitter.com/focusfinancial
- HTTPS://WWW.FOCUSFINANCIALPARTNERS.COM
- https://www.linkedin.com/company/2064318
- https://www.youtube.com/@waddellassociates2132
- HTTPS://WWW.LINKEDIN.COM/COMPANY/WEALTHSTRATEGISTS
- https://vimeo.com/wealthstrategists
- HTTPS://WWW.WADDELLANDASSOCIATES.COM
- https://www.instagram.com/waddellandassociates/
- https://www.wealthstrategists.com
- HTTPS://TWITTER.COM/WADDELLANDASSOC
- https://facebook.com/WaddellandAssociatesTN
Official SEC filing: View on IAPD