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WELLINGTON ADAMS INVESTMENT ADVISORY, LLC
CRD 286055
7 RATHTON RD, YORK, PA, 17403, United States
Phone
855-793-2409
Fax
844-799-8805
Registration
— (—)
Source
State registered
Total AUM
$67.6M
Discretionary AUM
$67.6M
Team
5 total employees; 4 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 271 | $40.7M |
| High net worth individuals | 57 | $26.9M |
All web addresses on file
Official SEC filing: View on IAPD