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| Wellington Consulting Services Inc
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|---|---|
| CRD # | 105837 |
| SEC # | 801-41552 |
| CIK # | |
| AUM | 1,689.3 M (2026-03-27) |
| 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) | 9,275 | 1,574.6 |
| (b) Individuals (high net worth individuals) | 49 | 114.7 |
| (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 | 9,324 | 1,689.3 |
| By Discretionary | ||
| Discretionary | 8,210 | 1,294.5 |
| Non-Discretionary | 1,114 | 394.8 |
| Total | 9,324 | 1,689.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,689.3 | |
| Total | 9,324 | 1,689.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, 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
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|
||
|
Wellington Management Co LLP
✚
|
MA | |
|
Wellington Management International Limited
✚
|
| Comparable Firms | State | AUM |
|---|---|---|
|
Stephens Group Asset Management LLC
✚
|
AR | 1,703.1 M |
|
Gilbert & Cook Inc
✚
|
IA | 1,698.1 M |
|
Raffa Wealth Management LLC
✚
|
1,698.1 M | |
|
Rothschild Wealth LLC
✚
|
IL | 1,697.5 M |
|
CRA Financial Services LLC
✚
|
NJ | 1,693.4 M |
|
Signal Advisors Wealth LLC
✚
|
MI | 1,689.5 M |
|
Petredis Investment Advisors LLC
✚
|
PA | 1,687.0 M |
|
Nevastar Finance Ltd
✚
|
1,684.6 M | |
|
Patton Albertson Miller Group LLC
✚
|
TN | 1,677.8 M |
|
CPC Advisors LLC
✚
|
GA | 1,675.4 M |