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| Waddell & Associates LLC
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| CRD # | 283723 |
| SEC # | 801-107784 |
| CIK # | 0001776757 |
| AUM | 2,376.4 M (2026-03-26) |
| Employees | 21 (43% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 901-767-9187 |
| Address | 5188 Wheelis Drive Memphis, TN 38117 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| In the News | |
|---|---|
| Thu, 02 Jul 2026 | Coastal Bridge Advisors, Waddell & Associates, And One Charles Private Wealth Combine Firms — Pulse 2.0 |
| Thu, 02 Jul 2026 | Waddell & Associates merger yields entity with $10B in AUM — Nashville Post |
| Thu, 02 Jul 2026 | Coastal Bridge, Waddell & Associates, One Charles Private merge — Westfair Communications |
| Thu, 02 Jul 2026 | East Coast firm merges with Tennessee's Waddell & Associates — The Business Journals |
| Tue, 02 Jun 2026 | Beware the growing signs of a tech bubble, says Waddell & Associates CEO — InvestmentNews |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Fedex Corp | 0.4 | ||
| Apple Inc | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Micron Technology Inc | 0.0 | ||
| Lilly Eli & Co | 0.0 | ||
| Wal Mart Stores Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Sprott Physical Silver Trust | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 695 | 0.5 |
| (b) Individuals (high net worth individuals) | 306 | 1.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 36 | 0.1 |
| (h) Charitable organizations | 3 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 14 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,969 | 2.4 |
| By Discretionary | ||
| Discretionary | 2,904 | 2.3 |
| Non-Discretionary | 65 | 0.0 |
| Total | 2,969 | 2.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.4 | |
| Total | 2,969 | 2.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001776757] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.7B |
| Clients | 1 |
| Serves | Institutional, Retail |
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