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Wendell David Associates Inc

● SEC registered since 1994CRD 106664SEC# 801-47437Portsmouth, NH
Export (members)
Reg. AUM
$1.33B
Employees
5
Accounts
465
Location
Portsmouth, NH

Wendell David Associates Inc assets under management

Wendell David Associates Inc is an SEC-registered investment adviser based in Portsmouth, NH. The firm has been registered since 1994. It reports $1.3 billion in regulatory assets under management and employs 5 people.
www.davidwendell.comView on SEC.gov ↗

Wendell David Associates Inc owners & executives

5 reported
NameTitleOwnershipSince
Karen "nmn" Wendell ControlCeo, President, Treasurer & Chief Compliance OfficerOver 75%2017
Neil Gerhard Bleicken ControlSenior Vice PresidentUnder 5%2023
Reid Vaile Smith ControlSenior Vice PresidentUnder 5%2023
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Frequently asked questions

How much does Wendell David Associates Inc manage?

Wendell David Associates Inc reports $1.3 billion in regulatory assets under management on its Form ADV.

How many employees does Wendell David Associates Inc have?

Wendell David Associates Inc reports 5 employees.

Where is Wendell David Associates Inc located?

Wendell David Associates Inc is based in Portsmouth, NH and has been SEC-registered since 1994.

Does Wendell David Associates Inc disclose fund performance?

Wendell David Associates Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1 New Hampshire Avenue, Suite 300, Portsmouth, NH 03801-2904
Phone603-427-0200
Fax603-433-3013
Office hours9 a.m. - 5 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Regulatory AUM

$1.33B▼ 1%
Mar '25 — $1.34BApr '25 — $1.34BMay '25 — $1.34BJun '25 — $1.34BJul '25 — $1.34BAug '25 — $1.34BSep '25 — $1.34BOct '25 — $1.34BNov '25 — $1.34BDec '25 — $1.34BJan '26 — $1.34BFeb '26 — $1.34BMar '26 — $1.33BApr '26 — $1.33BMay '26 — $1.33BJun '26 — $1.33B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 28%
Larger than 72% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers

Assets under management

$1.33Bregulatory AUM
Discretionary $1.14BNon-discretionary $188.2M