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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-01-2016
- Office Locations
- 1
Office Locations
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.
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Owner & Executives
SEAN EMBRY GOULD
Advisor, SENIOR WEALTH STRATEGIST
- CRD
- #6231004
- Ownership
- Less than 5%
PERRY JENKINS GREEN
Chief Financial Officer
- CRD
- #4748372
- Ownership
- Less than 5%
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| 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: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Municipal Bonds | Available | Available |
| Private 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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