David Wendell Associates, Inc.

Overview

David Wendell Associates, Inc. is an SEC registered investment adviser based in Portsmouth, NH, registered since 1991. It reports $1.3B in assets under management across 465 accounts, with 5 employees. It has 5 investment adviser representatives.

Reported AUM

$1.3B

Discretionary

86%

Accounts

465

Average account

$2.9M

Employees

5

Advisory reps

5

Registered since

1991

Jurisdictions

16

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients

Client types

• Charities and Non-Profits
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 3 of 5

• Karen Wendell Chief Executive Officer, Treasurer, Chief Compliance Officer CRD 2466451
• William Henry Ledger Mitchell III President CRD 1688663
• Neil Gerhard Bleicken Vice President CRD 2771221

2 more executive officers, with direct contact details

Advisory reps 3 of 5

• Neil Gerhard Bleicken Investment Adviser Rep CRD 2771221
• William Henry Ledger Mitchell III Investment Adviser Rep CRD 1688663
• Timothy Patrick Reardon Investment Adviser Rep CRD 5676443

2 more advisory reps, with emails, phones and branch locations

Location

Headquarters

1 New Hampshire Ave Ste 300
Portsmouth, NH 03801

County

Rockingham

Metro area

Boston-Cambridge-Newton, MA-NH

Region

Northeast

Registrations

• SEC registered
• Registered in 16 jurisdictions
• Website: davidwendell.com

Every state, with registration dates

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