Wealth Manager
    SEC Registered
    Manages Private Funds

    Waddell & Associates, LLC

    Registered investment advisor · Memphis, Tennessee · CRD #283723

    Assets Under Management
    $2.4B
    Client Accounts
    2,969
    Employees
    21
    CRD Number
    283723
    Registration
    SEC Registered
    Custodian
    Charles Schwab And Co Inc

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

    About Waddell & Associates, LLC

    Waddell & Associates, LLC is an investment advisory firm founded in 1985, offering financial planning, consulting, and investment management services with a focus on long-term wealth strategy. It has offices in Memphis and Nashville, Tennessee.

    Fee Structure

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

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    Frequently Asked Questions

    What is Waddell & Associates, LLC's AUM?

    Waddell & Associates, LLC reports approximately $2.4B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Waddell & Associates, LLC headquartered?

    Waddell & Associates, LLC is headquartered in Memphis, Tennessee.

    What is Waddell & Associates, LLC's CRD number?

    Waddell & Associates, LLC's CRD number is 283723. 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 Waddell & Associates, LLC manage?

    Waddell & Associates, LLC manages approximately 2,969 client accounts according to its latest SEC filing.

    Is Waddell & Associates, LLC SEC registered?

    Yes, Waddell & Associates, LLC is registered with the SEC as an investment adviser with an approved registration status.

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