Wellington Management Company Llp is an SEC registered investment adviser organized as a limited liability partnership with a primary office location in Boston, MA. Its latest Form ADV filing, dated March 31, 2026, reports $1.4T in regulatory assets under management, 1,868 employees, 6 offices, and 1,559 accounts.
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentInsurance Cos. represent 29.0% of total clients.
Top client categories% of clientsClients
1
Insurance Cos.
29.0%
452
2
Pooled Investment Vehicles
26.2%
408
3
Investment Cos.
13.4%
209
4
Pension Plans
11.0%
172
5
Government
6.1%
95
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.4Tas of March 31, 2026
Discretionary92.8%
$1.3T
93% of total RAUM92.8%
Non-discretionary7.2%
$102.2B
7% of total RAUM7.2%
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$1.4T
Total Accounts1,559
10Y AUM Change+$482.9B (+51.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1,868
Clients per Employee1:1
10Y Employee Change+249 (+15.4%)
* 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.