# WADDELL & ASSOCIATES, LLC

WADDELL & ASSOCIATES, LLC of MEMPHIS, TN is an SEC-registered investment adviser.

## Registration

- CRD: 283723
- Type: SEC-registered investment adviser
- SEC file number: 801-107784
- Location: 5188 WHEELIS DRIVE, MEMPHIS, TN, 38117
- Phone: 901-767-9187
- Latest filing: 2026-03-26
- Regulatory AUM: $2.4B
- Discretionary AUM: $2.3B
- Non-discretionary AUM: $35.3M
- Clients: 21
- Accounts: 2,969

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| David Sewall Waddell | PRESIDENT, CHIEF EXECUTIVE OFFICER AND DIRECTOR | Memphis, TN |
| Perry Jenkins Green | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER /CHIEF COMPLIANCE OFFICER | — |
| Sean Embry Gould | SENIOR WEALTH STRATEGIST | — |
| Patricia L Reeves | CHIEF COMPLIANCE OFFICER | — |
| WADDELL DAVID SEWALL | PRESIDENT, CHIEF EXECUTIVE OFFICER AND DIRECTOR | — |
| MEEKS TARA LYNN | CHIEF COMPLIANCE OFFICER | — |
| GREEN PERRY JENKINS | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER /CHIEF COMPLIANCE OFFICER; SENIOR VICE PRESIDENT | — |
| GOULD SEAN EMBRY | SENIOR WEALTH STRATEGIST | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| BRENTWOOD | TN | 2 | 615-370-0750 |
| BRENTWOOD | TN | 2 | 615-370-0750 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/283723/brochure
- Similar advisers: https://search.stillhousedata.com/firm/283723/similar
- Related entities: https://search.stillhousedata.com/firm/283723/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/283723

---

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.