Wellington Consulting Services Inc

RIASEC Registered

Total AUM

$1.7B

Discretionary

$1.3B

77% of AUM

Avg account

$181K

Accounts

9,324

Employees

Advisory reps

Firm details

Headquarters: Chantilly, Virginia
CRD number: 105837
Registered since: June 1, 1992
Website: www.wrs401k.com
Custodians: CHARLES SCHWAB & CO., INC., CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: Individuals93.21%
HNWI6.79%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Wellington Consulting Services Inc. is an independent, SEC-registered registered investment adviser organized as a corporation and operating since 1992. The firm is owned by an individual and positions itself as a capital allocator for individual and family clients, charging fees based on a percentage of assets under management. Its advisory services include portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting, and the selection of other advisers. The firm does not identify as an active ESG investor.