Wellington Consulting Services Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Chantilly, VA. Its latest Form ADV filing, dated March 27, 2026, reports $1.7B in regulatory assets under management, 13 employees, 1 office, and 9,324 accounts.
Assets Under Management
$1.7B
Employees
13
Offices
1 office
Total Clients
9,324
Primary office
CHANTILLY, VA
14325 WILLARD ROAD, SUITE 104, CHANTILLY, VA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 99.5% of total clients.
Top client categories% of clientsClients
1
Individuals
99.5%
9,275
2
HNWI
0.5%
49
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.7Bas of March 27, 2026
Discretionary76.6%
$1.3B
77% of total RAUM76.6%
Non-discretionary23.4%
$395M
23% of total RAUM23.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.7B
Total Accounts9,324
10Y AUM Change+$1.2B (+216.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee717:1
10Y Employee Change-1 (-7.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.