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| Waddell & Associates LLC
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|---|---|
| CRD # | 283723 |
| SEC # | 801-107784 |
| CIK # | 0001776757 |
| AUM | $2.4 B (2026-03-26) |
| Employees | 21 (43% Investors, 0% Brokers) |
| Phone | 901-767-9187 |
| Address | 5188 Wheelis Drive Memphis, TN 38117 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| 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] |
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|---|---|---|
|
DDD Partners LLC
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|
WA | 2.4 |
|
GF International Investment Management Limited
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2.4 | |
|
Ratson Advisory LLC
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Swan Global Investments LLC
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Parsons Capital Management Inc
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Castle Rock Advisors LLC
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Strive Asset Management LLC
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Anchor Capital Advisors LLC
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|
Smith Moore & Co
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MO | 2.4 |
|
Granahan Investment Management LLC
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MA | 2.4 |