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| Happy Holidays!! thanks for using AUM13F!! |
| Wellington-Altus USA Inc
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|---|---|
| CRD # | 297314 |
| SEC # | 801-113668 |
| CIK # | |
| AUM | $126.9 M (2025-07-21) |
| Employees | 72 (96% Investors, 0% Brokers) |
| Phone | 888-315-8729 |
| Address | 201 Portage Avenue Winnipeg Manitoba, Canada |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 126 | 38.0 |
| (b) Individuals (high net worth individuals) | 28 | 88.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 240 | 126.9 |
| By Discretionary | ||
| Discretionary | 240 | 126.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 240 | 126.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 21.5 | |
| United States Persons | 105.3 | |
| Total | 240 | 126.9 |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Wellington Management Company LLP
✚
|
MA | 1,305.7 |
|
Wellington Alternative Investments LLC
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|
MA | 58.7 |
|
Wellington Management Japan PTE Ltd
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|
17.9 | |
|
Wellington Management Hong Kong Limited
✚
|
11.8 | |
|
Wellington Funds US LLC
✚
|
MA | 5.0 |
|
Wellington Consulting Services Inc
✚
|
VA | 1.3 |
|
Wellington Shields Capital Management LLC
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|
NY | 1.0 |
|
Wellington Shields & Co LLC
✚
|
NY | 0.5 |
|
Wellington-Altus USA Inc
✚
|
0.1 | |
|
Wellington Management Singapore PTE Ltd
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|
0.0 | |
|
Wellington Management Co LLP
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|
MA | 0.0 |
|
Wellington Management International Limited
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|
0.0 |
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|---|---|---|
|
Sullivan Investments Group LLC
✚
|
0.1 | |
|
Vincent Wealth Advisors LLC
✚
|
MA | 0.1 |
|
Fc360 Wealth Management Inc
✚
|
CA | 0.1 |
|
Dover Investment Advisory Corporation
✚
|
0.1 | |
|
Richard G Slater
✚
|
0.1 | |
|
Financial Management Associates LLC
✚
|
MA | 0.1 |
|
Lewis Capital Management LLLP
✚
|
0.1 | |
|
ATX Financial Planning LLC
✚
|
TX | 0.1 |
|
Todo Capital LLC
✚
|
0.1 | |
|
Wells Financial Management LLC
✚
|
NC | 0.1 |