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WELLINGTON CAPITAL MANAGEMENT, INC

WELLINGTON CAPITAL MANAGEMENT, INC.

CRD 130131 · SEC 801-132664

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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United States

Registration

— (—)

Source

State registered

Total AUM

$120.9M

Discretionary AUM

$92.6M

Team

1 total employees; 1 advisory reps

Clients

11-25

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-03-31

Disciplinary history

No

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Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals26$6.6M
High net worth individuals44$113.8M

All web addresses on file

Official SEC filing: View on IAPD