Wellington Adams Investment Advisory, LLC

Overview

Wellington Adams Investment Advisory, LLC is a privately held, non-independent retail registered investment adviser organized as an LLC and owned by an individual. The firm targets individual and family clients and charges fees based on a percentage of assets under management. Its core advisory services emphasize portfolio management for individuals and small businesses, the selection of third-party advisers, and client-facing educational seminars and workshops. The firm is state-registered in Florida and Pennsylvania and reports an affiliation with an insurance company. It identifies as a capital allocator, meaning it places client capital with outside managers and funds as part of its investment approach. Wellington Adams does not identify as an ESG-focused investor.

Assets & Accounts

Public Holdings

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Location & Offices