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| Keyboard |
| Wellington-Altus USA Inc
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|---|---|
| CRD # | 297314 |
| SEC # | 801-113668 |
| CIK # | |
| AUM | 146.2 M (2026-06-29) |
| Employees | 59 (100% 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) | 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) | |
|---|---|
| Serves | Retail |
| 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
✚
|
| Comparable Firms | State | AUM |
|---|---|---|
|
Spark Financial Advisors LLC
✚
|
VA | 147.1 M |
|
Elite Life Management LLC
✚
|
PA | 147.0 M |
|
Global Wealth Strategies LLC
✚
|
CA | 147.0 M |
|
J Mark Nickell & Co
✚
|
TN | 146.4 M |
|
The Wealth Advantage Group Inc
✚
|
OH | 146.4 M |
|
Bird Rock Asset Management LP
✚
|
TX | 146.3 M |
|
Manna Wealth Management Inc
✚
|
FL | 146.1 M |
|
Somerset Group LLC
✚
|
MN | 145.6 M |
|
Ascendor Wealth LLC
✚
|
NC | 145.6 M |
|
Chapman & Chapman Advisors LLC
✚
|
OH | 145.6 M |