Wellington Consulting Services Inc

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Wellington Consulting Services Inc
CRD #105837
SEC #801-41552
CIK #
AUM $1.2 BB (2024-05-02)
Employees 14 (64% Investors, 0% Brokers)
Phone877-836-1993
Address14325 Willard Road
Chantilly, VA 20151-2110
Source [IAPD] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($MM)
17001360102068034002001200920172025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 8,211 835.7
(b) Individuals (high net worth individuals) 185 344.1
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 8,396 1,179.8
By Discretionary
Discretionary 8,063 1,091.3
Non-Discretionary 333 88.5
Total 8,396 1,179.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 1,179.8
Total 8,396 1,179.8
Related Firms State AUM ($BB)
Wellington Management Company LLP
MA 1,282.7
Wellington Management International Limited
101.3
Wellington Alternative Investments LLC
MA 50.6
Wellington Management Japan PTE Ltd
18.1
Wellington Management Hong Kong Limited
11.8
Wellington Funds US LLC
MA 5.0
Wellington Consulting Services Inc
VA 1.2
Wellington Shields Capital Management LLC
NY 0.9
Wellington Shields & Co LLC
NY 0.4
Wellington-Altus USA Inc
0.1
Wellington Management Singapore PTE Ltd
0.0
Wellington Management Co LLP
MA 0.0
Comparable Firms State AUM ($BB)
Octagon Financial Services Inc
VA 1.2
TRB Wealth Management LLC
TX 1.2
JM Forbes & Co LLP
MA 1.2
Galvin Gaustad & Stein LLC
AZ 1.2
Focused Wealth Management Inc
NY 1.2
Strategic Family Wealth Counselors LLC
NJ 1.2
Edgemoor Investment Advisors Inc
MD 1.2
Cutler Investment Counsel LLC
OR 1.2
Adamo Capital Family Office LLC
FL 1.2
Next Century Growth Investors LLC
MN 1.2
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