# Waddell & Associates

Waddell & Associates is a Single Family Office.

## Overview

- **Organization type:** Single Family Office
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 283723
- **SEC file number:** 801-107784
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/283723

## About

WADDELL & ASSOCIATES, LLC is an SEC-registered investment adviser in MEMPHIS, TN, registered since 2016. The firm manages $2.4 billion in assets, with $2.3 billion on a discretionary basis. It has 21 employees and 9 investment advisers.

## Questions

### Who runs investment decisions at Waddell & Associates?

The firm has not publicly named any principals or investment professionals. Investment decision-making authorities are unknown from available public records.

### How does Waddell & Associates source proprietary deal flow?

No information on proprietary deal sourcing is available. The firm does not publicly disclose its deal flow or sourcing methods.

### Does Waddell & Associates participate in fund commitments or only direct deals?

There are no public disclosures about Waddell & Associates' investment vehicles. Whether it commits to external funds or makes direct deals is unknown.

### What investment stages does Waddell & Associates typically target?

Targeted investment stages are not publicly documented. The firm's strategy is not disclosed in available sources.

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Last updated: 2026-07-06T01:24:28.433Z

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