Wellington-Altus USA Inc.

Overview

Wellington-Altus USA Inc. is a corporate registered investment adviser that provides discretionary portfolio management primarily for individuals, families and small businesses. The firm charges fees tied to assets under management and operates with a clear preference for equity exposure, using separately managed accounts and exchange-traded vehicles as the primary portfolio building blocks. It does not identify as an active ESG investor and is not positioned as a pension consultant or multi-state adviser. Business relationships include affiliations with a broker-dealer, another investment adviser and an insurance company, which shapes product access and distribution choices. Their client base is focused on individual and family households, and advisory activity centers on customized portfolio management rather than large institutional mandates or capital allocation to external fund platforms. The firm was SEC-registered in 2018 and is owned by a mix of foreign entity and individual interests.

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