WINNIPEG, MANITOBACRD 297314Latest ADV February 13, 2026
Wellington-Altus USA Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Winnipeg, Manitoba. Its latest Form ADV filing, dated February 13, 2026, reports $146M in regulatory assets under management, 58 employees, 20 offices, and 265 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 84.5% of total clients.
Top client categories% of clientsClients
1
Individuals
84.5%
197
2
HNWI
15.5%
36
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$146Mas of February 13, 2026
Discretionary100.0%
$146M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$146M
Total Accounts265
10Y AUM Change+$146M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees58
Clients per Employee4:1
10Y Employee Change+53 (+1060.0%)
* 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.