← Back to searchVisit website
WELLINGTON CAPITAL ADVISORS, LLC
CRD 282696 · SEC 801-107231
50 CALIFORNIA STREET, SUITE 1500, SAN FRANCISCO, CA, 94111, United States
Phone
415 200 9140
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$24.3M
Discretionary AUM
$24.3M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-02
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 12 | $1.7M |
| High net worth individuals | 56 | $22.6M |
All web addresses on file
Official SEC filing: View on IAPD