Chairman · David Wendell Associates, Inc.
William H. Mitchell
CRD 1688663 · Named on Form ADV at one SEC-registered adviser
At a glance
David Wendell Associates, Inc., an SEC-registered wealth manager based in Portsmouth, NH with $1.3 billion in regulatory assets, lists William H. Mitchell on its Form ADV as Chairman, a control person.
Firms and roles
- David Wendell Associates, Inc.ChairmanWealth manager · Portsmouth, NH · $1.3B in regulatory assets
AtlasMembers
William’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Karen ". WendellCEO, President, Treasurer & Chief Compliance Officer, David Wendell Associates, Inc.
- Neil G. BleickenSenior Vice President, David Wendell Associates, Inc.
- Reid V. SmithSenior Vice President, David Wendell Associates, Inc.
- Timothy P. ReardonVice President, David Wendell Associates, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For William’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.