David Wendell Associates, Inc.

CRD 106664 · Portsmouth, NH · $1.3B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 106664
SEC number: 801-47437
Firm type: RIA
Assets under management: $1.3B as of Mar 19, 2026
Website: www.davidwendell.com ↗
Phone: 603-427-0200
Address: 1 New Hampshire Avenue, Suite 300, Portsmouth, NH, 03801-2904

Advisors at this firm

5 in our index · page 1 of 1

Neil Gerhard BleickenCRD 2771221 · Portsmouth, NH

IA Registered
William Henry Ledger MitchellCRD 1688663 · Portsmouth, NH

IA Registered
Timothy Patrick ReardonCRD 5676443 · Portsmouth, NH

IA Registered
Reid Vaile SmithCRD 2116044 · Portsmouth, NH

IA Registered
Karen "nmn" WendellCRD 2466451 · Portsmouth, NH

IA RegisteredRegistration inactive

Disclosure event(s) on record

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 106664 ↗ FINRA BrokerCheck record for firm CRD 106664 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.