Company profile
Waddell & Associates
Wealth strategies firm striving to grow and protect your wealth.
- Industry
- Investment Management
- Employees
- 19
- Headquarters
- Memphis, TN
- Founded
- 1985
- LinkedIn followers
- 816
- Office locations
- 3
Waddell & Associates company summary
Waddell & Associates is a company in the Investment Management industry, headquartered in Memphis, TN, founded in 1985. On LinkedIn the company has around 19 employees and 816 followers. The company lists 3 office locations.
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About Waddell & Associates
Your strategic partner for wealth, life, and the generations to come. Waddell & Associates was born from a simple recognition: the wealth services industry had a systemic flaw. Traditional firms focused heavily on products and transactions—an approach that's inherently at odds with helping clients reach their full financial potential. We founded W&A as a practice committed to long-term relationships and wealth management that goes far beyond traditional financial planning. This is what we call Wealth Strategy. THE CHANGE WE CREATE When clients come to us, their wealth has often created such complexity that—despite their own capabilities—it's become overwhelming to manage strategically. They know there are better tax, estate, and investment strategies out there, but they need a partner who can implement their unique vision. After working with their W&A “Chief Strategy Officer,” clients tend to experience a new level of clarity and control over their wealth, and freedom from the burden of complexity. We handle the intricacies, so they don't have to. With our help, they become the visionary CEO of their balance sheet, stay out of the weeds, and are freer to enjoy the lifestyle they’ve built. WHO WE WORK WITH Our clients are often stewarding generational wealth or have amassed wealth through entrepreneurship or executive careers. Their wealth has created both financial and emotional complexity they want to navigate with an expert. We work best with curious clients who want to understand their choices and make informed decisions. We serve as thought partners, providing strategic guidance on every aspect of their financial lives—both personal and business.
Where is Waddell & Associates located?
Waddell & Associates lists 3 office locations.
Compare companies similar to Waddell & Associates
More companies in Investment Management.
| Company | Industry | Employees | Founded | Headquarters |
|---|---|---|---|---|
Waddell & Associates wealthstrategists.com | Investment Management | 19 | 1985 | Memphis, TN |
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 Novonor novonor.com | Investment Management | 148 | 1944 | Salvador, Bahia |
 PIMCO pimco.com | Investment Management | 4,478 | 1971 | Newport Beach, California |
 Millennium mlp.com | Investment Management | 9,046 | 1989 | New York, NY |
 Sonae sonae.pt | Investment Management | 25,046 | - | Porto, Porto |
 Essar essar.com | Investment Management | 10,560 | 1969 | Mumbai, Maharashtra |
 Bridgewater Associates bridgewater.com | Investment Management | 1,852 | 1975 | Westport, Connecticut |
 Oaktree Capital Management, L.P. oaktreecapital.com | Investment Management | 1,840 | 1995 | Los Angeles, CA |
 CVC cvc.com | Investment Management | 2,146 | - | Luxembourg, Luxembourg |
 Grupo Gloria grupogloria.com | Investment Management | 1,048 | 1986 | La Victoria, Lima |
Frequently asked questions about Waddell & Associates
What does Waddell & Associates do?
Your strategic partner for wealth, life, and the generations to come. Waddell & Associates was born from a simple recognition: the wealth services industry had a systemic flaw. Traditional firms focused heavily on products and transactions—an approach that's inherently at odds with helping clients reach their full financial potential. We founded W&A as a practice committed to long-term relationships and wealth management that goes far beyond traditional financial planning. This is what we call Wealth Strategy. THE CHANGE WE CREATE When clients come to us, their wealth has often created such complexity that—despite their own capabilities—it's become overwhelming to manage strategically. They know there are better tax, estate, and investment strategies out there, but they need a partner who can implement their unique vision. After working with their W&A “Chief Strategy Officer,” clients tend to experience a new level of clarity and control over their wealth, and freedom from the burden of complexity. We handle the intricacies, so they don't have to. With our help, they become the visionary CEO of their balance sheet, stay out of the weeds, and are freer to enjoy the lifestyle they’ve built. WHO WE WORK WITH Our clients are often stewarding generational wealth or have amassed wealth through entrepreneurship or executive careers. Their wealth has created both financial and emotional complexity they want to navigate with an expert. We work best with curious clients who want to understand their choices and make informed decisions. We serve as thought partners, providing strategic guidance on every aspect of their financial lives—both personal and business.
How many employees does Waddell & Associates have?
Waddell & Associates has around 19 employees on LinkedIn.
Where is Waddell & Associates headquartered?
Waddell & Associates is headquartered in Memphis, TN.
Where does Waddell & Associates have offices?
Waddell & Associates lists 3 office locations, including Memphis, TN, US; Aspen, CO, US; Brentwood, Tennessee, US.
When was Waddell & Associates founded?
Waddell & Associates was founded in 1985.
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