WENDELL DAVID ASSOCIATES INC
Legal name: DAVID WENDELL ASSOCIATES, INC.
CRD #106664 SEC #801-47437 PORTSMOUTH, NH 603-427-0200
SEC Registered
Total AUM
$1.3B
Discretionary
$1.2B
Employees
6
Clients
0
Accounts
482
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.3B | $1.2B | $183.6M | 6 | 4 |
| Sep 2024 | $1.3B | $1.1B | $209.5M | 5 | 4 |
| Mar 2024 | $1.3B | $1.1B | $209.5M | 5 | 4 |
| Sep 2023 | $1.1B | $925.6M | $174.7M | 5 | 4 |
| Jul 2023 | $1.1B | $925.6M | $174.7M | 5 | 4 |
| Mar 2023 | $1.1B | $925.6M | $174.7M | 6 | 4 |
| Jul 2022 | $1.3B | $1.1B | $178.6M | 6 | 4 |
| Jul 2022 | $1.3B | $1.1B | $178.6M | 6 | 4 |
| Mar 2022 | $1.3B | $1.1B | $178.6M | 6 | 4 |
| Mar 2021 | $1.1B | $916.2M | $159.4M | 6 | 4 |
| Nov 2020 | $972.6M | $833.2M | $139.4M | 6 | 4 |
| Jun 2020 | $972.6M | $833.2M | $139.4M | 6 | 4 |
| Mar 2020 | $972.6M | $833.2M | $139.4M | 6 | 4 |
| Mar 2019 | $765.3M | $653.6M | $111.7M | 6 | 4 |
| Mar 2018 | $814.4M | $688.2M | $126.2M | 6 | 4 |
| Mar 2018 | $814.4M | $688.2M | $126.2M | 6 | 4 |
| Jul 2017 | $725.1M | $593.7M | $131.4M | 6 | 500 |
| Mar 2017 | $725.1M | $593.7M | $131.4M | 7 | 500 |
| Oct 2016 | $723.7M | $595.9M | $127.9M | 7 | 500 |
| Apr 2016 | $723.7M | $595.9M | $127.9M | 6 | 500 |
| Mar 2016 | $723.7M | $595.9M | $127.9M | 7 | 500 |
| Mar 2015 | $738.1M | $604.6M | $133.6M | 7 | 500 |
| Feb 2015 | $664.3M | $544.4M | $119.9M | 7 | 500 |
| Aug 2014 | $664.3M | $544.4M | $119.9M | 7 | 500 |
| Feb 2014 | $664.3M | $544.4M | $119.9M | 7 | 500 |
| Mar 2013 | $541M | $444.2M | $96.8M | 7 | 500 |
| Jan 2013 | $494.7M | $404.5M | $90.2M | 7 | 400 |
| Mar 2012 | $494.7M | $404.5M | $90.2M | 6 | 400 |
| Mar 2012 | $494.7M | $404.5M | $90.2M | 6 | 400 |
| Nov 2011 | $482.4M | $389.2M | $93.2M | 6 | 251 |
| Jun 2011 | $482.4M | $389.2M | $93.2M | 10 | -- |
| Apr 2011 | $482.4M | $389.2M | $93.2M | 10 | -- |
| Mar 2011 | $325.7M | $293.9M | $31.7M | 10 | -- |
| Mar 2011 | $326.2M | $296.2M | $30M | 10 | -- |
| Mar 2008 | $393.8M | $341.3M | $52.5M | 10 | -- |
| Aug 2007 | $449.8M | $396.7M | $53.1M | 10 | -- |
| Mar 2007 | $449.8M | $396.7M | $53.1M | 10 | -- |
| Mar 2006 | $509.1M | $457M | $52M | 10 | -- |
| Dec 2005 | $612.5M | $541.8M | $70.7M | 10 | -- |
| Nov 2005 | $612.5M | $541.8M | $70.7M | 10 | -- |
| May 2005 | $612.5M | $541.8M | $70.7M | 10 | -- |
| Feb 2005 | $612.5M | $541.8M | $70.7M | 10 | -- |
| Feb 2005 | $612.5M | $541.8M | $70.7M | 10 | -- |
| Mar 2002 | $584.6M | $497M | $87.6M | 10 | -- |
DateMar 2025
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$183.6M
Employees6
Clients4
DateSep 2024
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$209.5M
Employees5
Clients4
DateMar 2024
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$209.5M
Employees5
Clients4
DateSep 2023
Total AUM$1.1B
Discretionary$925.6M
Non-Disc.$174.7M
Employees5
Clients4
DateJul 2023
Total AUM$1.1B
Discretionary$925.6M
Non-Disc.$174.7M
Employees5
Clients4
DateMar 2023
Total AUM$1.1B
Discretionary$925.6M
Non-Disc.$174.7M
Employees6
Clients4
DateJul 2022
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$178.6M
Employees6
Clients4
DateJul 2022
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$178.6M
Employees6
Clients4
DateMar 2022
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$178.6M
Employees6
Clients4
DateMar 2021
Total AUM$1.1B
Discretionary$916.2M
Non-Disc.$159.4M
Employees6
Clients4
DateNov 2020
Total AUM$972.6M
Discretionary$833.2M
Non-Disc.$139.4M
Employees6
Clients4
DateJun 2020
Total AUM$972.6M
Discretionary$833.2M
Non-Disc.$139.4M
Employees6
Clients4
DateMar 2020
Total AUM$972.6M
Discretionary$833.2M
Non-Disc.$139.4M
Employees6
Clients4
DateMar 2019
Total AUM$765.3M
Discretionary$653.6M
Non-Disc.$111.7M
Employees6
Clients4
DateMar 2018
Total AUM$814.4M
Discretionary$688.2M
Non-Disc.$126.2M
Employees6
Clients4
DateMar 2018
Total AUM$814.4M
Discretionary$688.2M
Non-Disc.$126.2M
Employees6
Clients4
DateJul 2017
Total AUM$725.1M
Discretionary$593.7M
Non-Disc.$131.4M
Employees6
Clients500
DateMar 2017
Total AUM$725.1M
Discretionary$593.7M
Non-Disc.$131.4M
Employees7
Clients500
DateOct 2016
Total AUM$723.7M
Discretionary$595.9M
Non-Disc.$127.9M
Employees7
Clients500
DateApr 2016
Total AUM$723.7M
Discretionary$595.9M
Non-Disc.$127.9M
Employees6
Clients500
DateMar 2016
Total AUM$723.7M
Discretionary$595.9M
Non-Disc.$127.9M
Employees7
Clients500
DateMar 2015
Total AUM$738.1M
Discretionary$604.6M
Non-Disc.$133.6M
Employees7
Clients500
DateFeb 2015
Total AUM$664.3M
Discretionary$544.4M
Non-Disc.$119.9M
Employees7
Clients500
DateAug 2014
Total AUM$664.3M
Discretionary$544.4M
Non-Disc.$119.9M
Employees7
Clients500
DateFeb 2014
Total AUM$664.3M
Discretionary$544.4M
Non-Disc.$119.9M
Employees7
Clients500
DateMar 2013
Total AUM$541M
Discretionary$444.2M
Non-Disc.$96.8M
Employees7
Clients500
DateJan 2013
Total AUM$494.7M
Discretionary$404.5M
Non-Disc.$90.2M
Employees7
Clients400
DateMar 2012
Total AUM$494.7M
Discretionary$404.5M
Non-Disc.$90.2M
Employees6
Clients400
DateMar 2012
Total AUM$494.7M
Discretionary$404.5M
Non-Disc.$90.2M
Employees6
Clients400
DateNov 2011
Total AUM$482.4M
Discretionary$389.2M
Non-Disc.$93.2M
Employees6
Clients251
DateJun 2011
Total AUM$482.4M
Discretionary$389.2M
Non-Disc.$93.2M
Employees10
Clients--
DateApr 2011
Total AUM$482.4M
Discretionary$389.2M
Non-Disc.$93.2M
Employees10
Clients--
DateMar 2011
Total AUM$325.7M
Discretionary$293.9M
Non-Disc.$31.7M
Employees10
Clients--
DateMar 2011
Total AUM$326.2M
Discretionary$296.2M
Non-Disc.$30M
Employees10
Clients--
DateMar 2008
Total AUM$393.8M
Discretionary$341.3M
Non-Disc.$52.5M
Employees10
Clients--
DateAug 2007
Total AUM$449.8M
Discretionary$396.7M
Non-Disc.$53.1M
Employees10
Clients--
DateMar 2007
Total AUM$449.8M
Discretionary$396.7M
Non-Disc.$53.1M
Employees10
Clients--
DateMar 2006
Total AUM$509.1M
Discretionary$457M
Non-Disc.$52M
Employees10
Clients--
DateDec 2005
Total AUM$612.5M
Discretionary$541.8M
Non-Disc.$70.7M
Employees10
Clients--
DateNov 2005
Total AUM$612.5M
Discretionary$541.8M
Non-Disc.$70.7M
Employees10
Clients--
DateMay 2005
Total AUM$612.5M
Discretionary$541.8M
Non-Disc.$70.7M
Employees10
Clients--
DateFeb 2005
Total AUM$612.5M
Discretionary$541.8M
Non-Disc.$70.7M
Employees10
Clients--
DateFeb 2005
Total AUM$612.5M
Discretionary$541.8M
Non-Disc.$70.7M
Employees10
Clients--
DateMar 2002
Total AUM$584.6M
Discretionary$497M
Non-Disc.$87.6M
Employees10
Clients--