$2.4B Total AUM
$2.3B Disc. AUM
21.7% 3Y CAGR
21 Employees
1,055 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail and Institutional
- Platforms
- SignalRidge fusion +more
- Established Date
- 05-18-2016
- Office Locations
- 1
Office Locations
5188 Wheelis Drive Memphis TN
About Waddell & Associates, LLC
Memphis-based Waddell & Associates delivers holistic wealth strategy and financial planning, providing ongoing investment advice grounded in independent research across household assets. Serves retail and institutional clients, with portfolios spanning public funds and ETFs and select alternatives. Led by CEO David Waddell, a frequent market commentator on CNBC and Fox Business; custodies include Schwab and Fidelity.
Team overview
41 AVG AGE
$264.0M AVG AUM / ADVISOR
$2.3M AVG AUM / CLIENT
5.2 yrs AVG TENURE
21 Employees
9 Advisory Reps
10 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Fusion North Harbor Radial insight Beacon Quantum oak Catalyst meridian
Client Personas
Zenith Element oak
CRM
Optima meridian
Custodian
Alpha Matrix catalyst Vital Eagle Harbor unison Unison pioneer Timber north
Investment Themes
Beacon Capital timber Vertex Wave Foundation
Investment Vehicles
Crest Prime matrix Bridge pioneer
Platform
Ember focus Delta Legacy Matrix Pioneer quantum
Services
Bridge Crest summit Capital Peak Alpha Unison legacy Insight Prime Glacier optima Horizon radial Legacy
Technology
Oak delta Fusion Quantum vertex Frontier
Owner & Executives
SEAN EMBRY GOULD
Advisor, SENIOR WEALTH STRATEGIST
- CRD
- #6231004
- Ownership
- Less than 5%
(260) 853-5180
wave.alpha@deltacapital.com
in linkedin.com/in/ember-vertex
PERRY JENKINS GREEN
Chief Financial Officer
- CRD
- #4748372
- Ownership
- Less than 5%
(981) 794-1224
timber.vital@elementcapital.com
in linkedin.com/in/momentum-eagle
E
Ember value
Zenith pioneer
- CRD
- #45565
- Ownership
- 9.8%
(972) 271-5607
frontier.bridge@elementcapital.com
in linkedin.com/in/ridge-horizon
Showing 2 of 3 owners & executives
Unlock allContacts
Alexa Verzosa Alcala
--
- CRD
- #7581786
(635) 506-9309
meridian.beacon@deltacapital.com
in linkedin.com/in/crest-quantum
SHELLY HALFORD BAKER
Senior Associate
- CRD
- #2196517
(519) 308-6998
peak.summit@frontiercapital.com
in linkedin.com/in/meridian-unison
B
Bridge summit
Optima optima
- CRD
- #32086
(683) 259-5184
frontier.pioneer@timbercapital.com
in linkedin.com/in/summit-prime
Showing 2 of 11 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,341,143,543 | $806,179 |
| Non-Discretionary | $35,297,575 | $543,040 |
| Total | $2,376,441,118 | $800,418 |
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Separately Managed Accounts
Total SMA Asset: $2,376,441,118
Public Funds:
6.3% Equity - Exchange:
28.6% Cash:
19.7% Other:
30.7% Municipal Bonds:
8.9% Private Funds:
5.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $553,303,653 | 6.3% |
| Equity - Exchange | $2,511,822,934 | 28.6% |
| Cash | $1,730,171,742 | 19.7% |
| Other | $2,696,257,486 | 30.7% |
| Municipal Bonds | $781,651,193 | 8.9% |
| Private Funds | $509,390,665 | 5.8% |
| Total | $8,782,597,673 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| INSIGHT TIMBER PRIME | FOCUS CREST | KR695P9EC | WOKTS | 11.90% | $67,139,322 |
| HARBOR BRIDGE | PEAK TIMBER | 5K8IW0MFL | LHVK | 5.22% | $32,219,146 |
| VITAL SUMMIT | PATHWAY CAPITAL | POJ91DC6Z | QQKL | 5.74% | $28,949,071 |
| VALUE HARBOR | PATHWAY FOUNDATION | ME6OXCRXA | EJEF | 10.12% | $36,269,784 |
| BEACON LEGACY PEAK | FUSION ATLAS | UZ2CIDNEK | CQLQ | 8.69% | $19,315,736 |
| FOUNDATION PRIME SUMMIT | ATLAS VITAL | 3V74XP4FA | OQFKZ | 1.87% | $68,002,535 |
| TIMBER OAK | ZENITH CATALYST | IDA41OO41 | LCT | 7.48% | $48,446,476 |
| EAGLE VALUE | GLACIER TIMBER | Q0AB4FH33 | XRT | 10.52% | $48,369,856 |