$1.3B Total AUM
$1.1B Disc. AUM
1.1% 3Y CAGR
5 Employees
463 ADV. Clients
31 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-10-1994
- Office Locations
- 1
Office Locations
1 NEW Hampshire Avenue, Suite 300 Portsmouth NH
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).
Team overview
55 AVG AGE
$266.1M AVG AUM / ADVISOR
$2.9M AVG AUM / CLIENT
11.2 yrs AVG TENURE
5 Employees
5 Advisory Reps
5 RIA Reps
31yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Technology
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Owner & Executives
K
KAREN "NMN" WENDELL
Chief Compliance Officer, Chief Executive Officer, Consultant, President, TREASURER
- CRD
- #2466451
- Ownership
- 75% or more
Available
Available
Available
N
NEIL GERHARD BLEICKEN
SENIOR VICE PRESIDENT
- CRD
- #2771221
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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