PAUL M. WENDEE & ASSOCIATES

PAUL M. WENDEE & ASSOCIATES is an SEC-registered investment adviser (CRD 299188).

Registration

• CRD: 299188
• Type: Registered investment adviser
• Phone: 949-919-2853
• Latest filing: 2026-06-10
• Clients: 1

Business model

Compensation: % of AUM, Hourly, Fixed, Subscription.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Corporations, State/municipal, Investment cos.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 299188 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search