Waddell & Associates, LLC

CRD 283723 · Memphis, TN · $2.4B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 283723
SEC number: 801-107784
Firm type: RIA
Assets under management: $2.4B as of Mar 26, 2026
Website: vimeo.com/wealthstrategists ↗
Phone: 901-767-9187
Address: 5188 Wheelis Drive, Memphis, TN, 38117

Advisors at this firm

10 in our index · page 1 of 1

Alexa Verzosa AlcalaCRD 7581786 · Memphis, TN

IA Registered
Shelly Halford BakerCRD 2196517 · Memphis, TN

IA RegisteredRegistration inactive
Michael BartlettCRD 5630787 · Memphis, TN

IA RegisteredRegistration inactive
Matthew John GentzkowCRD 6226376 · Memphis, TN

IA RegisteredRegistration inactive
Sean Embry GouldCRD 6231004 · Memphis, TN

IA Registered
Robert James GrahamCRD 7603536 · Memphis, TN

IA Registered
Perry Jenkins GreenCRD 4748372 · Memphis, TN

IA Registered
Lukas Brian HooperCRD 7407934 · Memphis, TN

IA Registered
Carol Lee RoyerCRD 4520002 · Memphis, TN

IA Registered
David Sewall WaddellCRD 2682170 · Memphis, TN

IA Registered

Source & corrections

Where this page comes from

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

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