|
⚲
|
| Keyboard |
| Wellington Capital Management Inc
✚
|
|
|---|---|
| CRD # | 130131 |
| SEC # | 801-132664 |
| CIK # | 0002057019, 0001732486 |
| AUM | 120.9 M (2026-03-31) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 301-941-1997 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002057019 0001732486 |
| Sector | Form 13F Holdings | Value ($k) | |
|---|---|---|---|
| Microsoft Corp | 9.9 | ||
| SEI Investments Co | 4.5 | ||
| Wal Mart Stores Inc | 3.0 | ||
| Lowes Companies Inc | 2.9 | ||
| Texas Instruments Inc | 2.5 | ||
| Novartis AG | 1.7 | ||
| Kraft Foods Inc | 1.4 | ||
| Johnson & Johnson | 1.2 | ||
| PepsiCo Inc | 1.0 | ||
| Western Digital Corp | 0.8 | ||
| McDonalds Corp | 0.8 | ||
| Verizon Communications Inc | 0.7 | ||
| SPDR Gold Trust | 0.7 | ||
| AT&T Inc | 0.6 | ||
| Intel Corp | 0.6 | ||
| NIO Inc | 0.6 | ||
| Marsh & McLennan Companies Inc | 0.6 | ||
| Innovative Industrial Properties Inc | 0.6 | ||
| Home Depot Inc | 0.6 | ||
| Halliburton Co | 0.6 | ||
| General Electric Co | 0.6 | ||
| GE Vernova Inc | 0.6 | ||
| Facebook Inc | 0.6 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 26 | 6.6 |
| (b) Individuals (high net worth individuals) | 44 | 113.8 |
| (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 | 0.5 |
| (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 | 212 | 120.9 |
| By Discretionary | ||
| Discretionary | 178 | 92.6 |
| Non-Discretionary | 34 | 28.3 |
| Total | 212 | 120.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 120.9 | |
| Total | 212 | 120.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0001732486] | |
| 13F-HR | [0002057019] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Life Strategies Inc
✚
|
CA | 121.2 M |
|
Allen Financial Management LLC
✚
|
MI | 121.2 M |
|
Resnick Wealth Alliance LLC
✚
|
FL | 121.1 M |
|
West Financial Strategies Inc
✚
|
NC | 121.0 M |
|
Jbglobalcom LLC
✚
|
NY | 120.9 M |
|
Craft Asset Management LLC
✚
|
FL | 120.8 M |
|
van Winkle Wealth Management Group LLC
✚
|
OH | 120.8 M |
|
Montchanin Asset Management LLC
✚
|
DE | 120.8 M |
|
Wright Cove Capital LLC
✚
|
ME | 120.7 M |
|
Weber Contracting LLC
✚
|
MN | 120.6 M |