Wellington-Altus USA Inc.

Overview

Wellington-Altus USA Inc. operates as a non-independent retail registered investment adviser focused on individual and family clients. Organized as a corporation and owned by a combination of a foreign entity and an individual, the firm provides portfolio management services for individuals and small businesses and charges fees based on a percentage of assets under management. It is not positioned as a multi-state or pension consultant adviser, and it does not market itself as an active ESG investor. The firm maintains business relationships across the financial services infrastructure, including affiliations with a broker-dealer, another investment adviser, and an insurance company. Its SEC registration dates to 2018 and it is not classified as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices