Wealth Manager
    SEC Registered

    David Wendell Associates, Inc.

    Registered investment advisor · Portsmouth, New Hampshire · CRD #106664

    Assets Under Management
    $1.3B
    Client Accounts
    465
    Employees
    5
    CRD Number
    106664
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About David Wendell Associates, Inc.

    David Wendell Associates, Inc., founded in 1979 by David T. Wendell, is an independent investment advisory firm based in Portsmouth, New Hampshire, offering fee-only services focused on long-term growth through high-quality companies. The firm is registered with the SEC and has an investment adviser with over 10 years of experience.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is David Wendell Associates, Inc.'s AUM?

    David Wendell Associates, Inc. reports approximately $1.3B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is David Wendell Associates, Inc. headquartered?

    David Wendell Associates, Inc. is headquartered in Portsmouth, New Hampshire.

    What is David Wendell Associates, Inc.'s CRD number?

    David Wendell Associates, Inc.'s CRD number is 106664. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does David Wendell Associates, Inc. manage?

    David Wendell Associates, Inc. manages approximately 465 client accounts according to its latest SEC filing.

    Is David Wendell Associates, Inc. SEC registered?

    Yes, David Wendell Associates, Inc. is registered with the SEC as an investment adviser with an approved registration status.

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