Investment adviser · CRD 106664
DAVID WENDELL ASSOCIATES, INC.
Investment adviser filing (IA)
WENDELL DAVID ASSOCIATES INC
PORTSMOUTH, NH, United States · Form ADV filed Mar 19, 2026
- Regulatory AUM
- $1.33B Form ADV · Item 5.F
- Client accounts
- 465 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 208 | $988,189,000 | 74.3% |
| Charities | 17 | $121,970,000 | 9.2% |
| Individuals | 234 | $89,538,000 | 6.7% |
| Retirement plans | Fewer than 5 | $88,185,000 | 6.6% |
| Banks & thrifts | Fewer than 5 | $41,596,000 | 3.1% |
| Corporations & businesses | Fewer than 5 | $780,000 | 0.1% |
| Other clients | Fewer than 5 | $0 | 0.0% |
Filing source
Form ADV 2077046 · Mar 19, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 19, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Fixed
Principal office
1 NEW HAMPSHIRE AVENUE, SUITE 300PORTSMOUTH, NH, 03801-2904, United States
CRD 106664
Filing source
Form ADV 2077046 · Mar 19, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.