THE WELLINGTON GRP LLC

Overview

The Wellington Grp LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2024. The firm serves individual and family clients, operating as a capital allocator and offering a mix of financial planning and discretionary portfolio management. Its advisory services extend beyond single-family accounts to pooled investment vehicles and include selection of third-party managers; the firm also identifies itself as an insurance broker, which aligns with its use of annuity products. Fee arrangements include both a percentage-of-AUM component and other fee types. The firm is not an active ESG investor and does not report multi-state adviser status. The Wellington Grp also performs sponsor and general partner roles for pooled vehicles and lists affiliations consistent with managing and sponsoring alternative investment structures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices