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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-10-1994
- Office Locations
- 1
Office Locations
About David Wendell Associates, Inc.
David Wendell Associates is an investment manager based in Portsmouth, NH, founded in 1979. The firm focuses on long-term, fundamental equity investing—seeking high-quality companies with durable earnings and dividend growth. It serves retail and institutional clients and commonly implements portfolios via ETF-based SMAs (primarily at Schwab).
Reported data analysis
What the numbers show
Between March 25, 2025 and March 19, 2026, reported AUM decreased 1.1%, from $1.3B to $1.3B.
Across 5 reported observations, AUM increased 4.0% between July 19, 2022 and March 19, 2026, from $1.3B to $1.3B.
Of the latest reported AUM, 85.9% is discretionary and 14.1% is non-discretionary.
The firm reports 5 advisory representatives and 463 clients, or 92.6 clients per representative. That equates to $2.9M in reported AUM per client.
The profile lists 1 reported office location and 32 years in operation. The source data was last updated on March 19, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full David Wendell Associates, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
KAREN "NMN" WENDELL
Chief Compliance Officer, Chief Executive Officer, Consultant, President, TREASURER
- CRD
- #2466451
- Ownership
- 75% or more
NEIL GERHARD BLEICKEN
SENIOR VICE PRESIDENT
- CRD
- #2771221
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,142,076,000 | $2,706,341 |
| Non-Discretionary | $188,182,000 | $4,376,326 |
| Total | $1,330,258,000 | $2,860,770 |
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Separately Managed Accounts
SMA allocation detail is available
David Wendell Associates, Inc. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
David Wendell Associates, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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