PAUL M. WENDEE & ASSOCIATES

WENDEE, PAUL MICHAEL

CRD 299188

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

—

Discretionary AUM

—

Team

1 total employees; 1 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Subscription fees; Fixed fees

Org form

Sole Proprietorship

Filing date

2026-06-10

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsSecurity ratingsMarket timingEducational seminars

Client types

Type	Clients	AUM
Pooled investment vehicles	1	—

All web addresses on file

http://IVWealthReportNewsletter.com
http://pmwassoc.com
http://IVWealthReport.com

Official SEC filing: View on IAPD