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WELLINGTON CONSULTING SERVICES INC

CRD 105837 · SEC 801-41552

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14325 WILLARD ROAD, SUITE 104, CHANTILLY, VA, 20151-2110, United States

Phone

877-836-1993

Fax

703-774-3222

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.69B

Discretionary AUM

$1.29B

Team

13 total employees; 9 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-03-27

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals9275$1.57B
High net worth individuals49$114.7M

States served

VT, AL, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL

All web addresses on file

Official SEC filing: View on IAPD