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| Happy Holidays!! thanks for using AUM13F!! |
| Wellington Consulting Services Inc
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| CRD # | 105837 |
| SEC # | 801-41552 |
| CIK # | |
| AUM | $1.3 B (2025-03-28) |
| Employees | 13 (69% Investors, 0% Brokers) |
| Phone | 877-836-1993 |
| Address | 14325 Willard Road Chantilly, VA 20151-2110 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 7,561 | 828.4 |
| (b) Individuals (high net worth individuals) | 242 | 476.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 7,803 | 1,305.3 |
| By Discretionary | ||
| Discretionary | 7,417 | 1,202.6 |
| Non-Discretionary | 386 | 102.7 |
| Total | 7,803 | 1,305.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,305.3 | |
| Total | 7,803 | 1,305.3 |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Wellington Management Company LLP
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|
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
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|
11.8 | |
|
Wellington Funds US LLC
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|
MA | 5.0 |
|
Wellington Consulting Services Inc
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|
VA | 1.3 |
|
Wellington Shields Capital Management LLC
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|
NY | 1.0 |
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Wellington Shields & Co LLC
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|
NY | 0.5 |
|
Wellington-Altus USA Inc
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|
0.1 | |
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Wellington Management Singapore PTE Ltd
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|
0.0 | |
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Wellington Management Co LLP
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|
MA | 0.0 |
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Wellington Management International Limited
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|
0.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Linden Global Strategies LLC
✚
|
NY | 1.3 |
|
Evolution Wealth Advisors LLC
✚
|
FL | 1.3 |
|
Cutler Investment Counsel LLC
✚
|
OR | 1.3 |
|
Sovran Advisors LLC
✚
|
CA | 1.3 |
|
Royal Fund Management LLC
✚
|
FL | 1.3 |
|
Roosevelt Capital Management LLC
✚
|
TX | 1.3 |
|
Oak Ridge Investments LLC
✚
|
IL | 1.3 |
|
Tyche Wealth Partners LLC
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|
TX | 1.3 |
|
Tamar Securities LLC
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|
CA | 1.3 |
|
Parkside Investments LLC
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|
IL | 1.3 |