| Name | Title | Ownership | Since |
|---|---|---|---|
| David Sewall Waddell Control | President, Chief Executive Officer And Director | Under 5% | 2016 |
| Focus Operating, LLC Control | Member | Over 75% | 2016 |
| Patricia L Reeves Control | Chief Compliance Officer | Under 5% | 2025 |
Waddell & Associates, LLC reports $1.7 billion in regulatory assets under management on its Form ADV.
Waddell & Associates, LLC reports 21 employees.
Waddell & Associates, LLC is based in Memphis, TN and has been SEC-registered since 2016.
Waddell & Associates, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 5188 Wheelis Drive, Memphis, TN 38117 |
| Phone | 901-767-9187 |
| Fax | 901-767-0056 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
| Discretionary | $1.7B |
| Non-discretionary | $80K |
| Total (RAUM) | $1.7B |