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WELLINGTON-ALTUS USA INC.
CRD 297314 · SEC 801-113668
201 PORTAGE AVENUE, 25TH FLOOR, WINNIPEG, MANITOBA, AK, R3B 3K6, Canada
Phone
888-315-8729
Fax
204-289-2833
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$146.2M
Discretionary AUM
$146.2M
Team
58 total employees; 58 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-02-13
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 197 | $40.4M |
| High net worth individuals | 36 | $105.8M |
States served
AK, AZ, CA, LA, MI, NE, OH, TN, WA, TX, NH, FL
Official SEC filing: View on IAPD