# WENDELL DAVID ASSOCIATES INC

WENDELL DAVID ASSOCIATES INC of PORTSMOUTH, NH is an SEC-registered investment adviser.

## Registration

- CRD: 106664
- Type: SEC-registered investment adviser
- SEC file number: 801-47437
- Location: 1 NEW HAMPSHIRE AVENUE, SUITE 300, PORTSMOUTH, NH, 03801-2904
- Phone: 603-427-0200
- Latest filing: 2026-03-19
- Regulatory AUM: $1.3B
- Discretionary AUM: $1.1B
- Non-discretionary AUM: $188.2M
- Clients: 5
- Accounts: 465

## Business model

- Compensation: % of AUM, Fixed
- Clients served: High net worth, Pooled vehicles

## Officers, owners & control persons (26)

_Showing 25 of 26 people._

| Name | Role | Location |
| --- | --- | --- |
| Karen Nmn Wendell | CEO, PRESIDENT, TREASURER & CHIEF COMPLIANCE OFFICER | — |
| William Henry Ledger Mitchell | CHAIRMAN | — |
| Neil Gerhard Bleicken | SENIOR VICE PRESIDENT | — |
| Anne Fleming Farris | SENIOR VICE PRESIDENT OPERATIONS AND SECRETARY | — |
| Reid Vaile Smith | SENIOR VICE PRESIDENT | — |
| Timothy Patrick Reardon | VICE PRESIDENT | — |
| WENDELL KAREN NMI | CHAIRMAN, TREASURER & CHIEF COMPLIANCE OFFICER; CHAIRMAN, TREASURER, PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| BARR JANE KAY | EXECUTIVE VICE PRESIDENT | — |
| KIPP BARBARA ANNE | SECRETARY | — |
| EDGAR ANTONY NMI | DIRECTOR; PRESIDENT; SENIOR VICE PRESIDENT | — |
| BOLAND PETER J | SENIOR VICE PRESIDENT; VICE PRESIDENT | — |
| WELLS JEFFREY ALBERT | VICE PRESIDENT | — |
| SMITH REID VAILE | SENIOR VICE PRESIDENT; VICE PRESIDENT | — |
| BOLAND PETER | VICE PRESIDENT | — |
| LEE CHARLES ORLEMAN | PRESIDENT | — |
| SHEA KATHRYN ELIZABETH | EXECUTIVE VICE PRESIDENT; JUNIOR VICE PRESIDENT & SECRETARY; SECRETARY (+3 more) | — |
| MITCHELL WILLIAM | PRESIDENT | — |
| BOLAND MICHAEL JAMES | PRESIDENT; SENIOR VICE PRESIDENT | — |
| WENDELL KAREN | CHAIRMAN AND TREASURER; CHAIRMAN, TREASURER & CHIEF COMPLIANCE OFFICER | — |
| ROBB PATRICK ERIC | VICE PRESIDENT | — |
| WENDELL KAREN NMN | CEO, PRESIDENT, TREASURER & CHIEF COMPLIANCE OFFICER; CEO, TREASURER & CHIEF COMPLIANCE OFFICER; CHAIRMAN, TREASURER & CHIEF COMPLIANCE OFFICER | — |
| MITCHELL WILLIAM HENRY LEDGER | CHAIRMAN; PRESIDENT | — |
| FARRIS ANNE FLEMING | SENIOR VICE PRESIDENT OPERATIONS AND SECRETARY; VICE PRESIDENT OPERATIONS AND SECRETARY | — |
| FERRY KATHRYN ELIZABETH | DIRECTOR; SECRETARY | — |
| BLEICKEN NEIL GERHARD | SENIOR VICE PRESIDENT; VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/106664/brochure
- Similar advisers: https://search.stillhousedata.com/firm/106664/similar
- Related entities: https://search.stillhousedata.com/firm/106664/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/106664

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.