Wellington-Altus USA Inc

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Wellington-Altus USA Inc
CRD #297314
SEC #801-113668
CIK #
AUM 146.2 M (2026-06-29)
Employees 59 (100% Investors, 0% Brokers)
Phone888-315-8729
Address201 Portage Avenue
Winnipeg Manitoba, Canada
Source [IAPD]
Total AUM ($M)
15012090603002010201520212027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 197 40.4
(b) Individuals (high net worth individuals) 36 105.8
(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 265 146.2
By Discretionary
Discretionary 265 146.2
Non-Discretionary 0 0.0
Total 265 146.2
By Non-United States Persons
Non-United States Persons 11.7
United States Persons 134.6
Total 265 146.2
Firm Profile (Form ADV)
ServesRetail
Related Firms State AUM
Wellington Management Company LLP
MA 1,428.05 B
Wellington Alternative Investments LLC
MA 92.17 B
Wellington Management Japan PTE Ltd
17.75 B
Wellington Management Hong Kong Limited
14.15 B
Wellington Funds US LLC
MA 5,408.1 M
Wellington Consulting Services Inc
VA 1,689.3 M
Wellington Shields Capital Management LLC
NY 1,173.4 M
Wellington Shields & Co LLC
NY 546.0 M
Wellington-Altus USA Inc
146.2 M
Wellington Management Singapore PTE Ltd
Wellington Management Co LLP
MA
Wellington Management International Limited
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Chapman & Chapman Advisors LLC
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