WADDELL & ASSOCIATES, LLC
SEC Form ADV profile.
Total regulatory AUM
$2,376,441,118
Discretionary
$2,341,143,543
Non-discretionary
$35,297,575
Firm details
- CRD number
- 283723
- SEC file number
- 801-107784
- Main office
- MEMPHIS, TN, United States
- Employees
- 21
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees Other
As of May 2026.