Wellington Capital Management, Inc.
Wellington Capital Management, Inc. is an SEC-registered ria with $120.9M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Wellington Capital Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 130131, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $120.9M (2026-03-31)
- Firm type
- Ria
- Employees
- 1
- Clients
- 70
- CRD
- 130131
- Ownership
- WELLINGTON III, EDMUND, NMN; WELLINGTON, EDMUND; WELLINGTON III, EDMUND
How much AUM does Wellington Capital Management, Inc. have?
Wellington Capital Management, Inc. reported $120.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Wellington Capital Management, Inc.?
Disclosed owners and executives of Wellington Capital Management, Inc. include WELLINGTON III, EDMUND, NMN, WELLINGTON, EDMUND, WELLINGTON III, EDMUND. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.