Wellington Adams Investment Advisory, LLC

Overview

Wellington Adams Investment Advisory, LLC is organized as an LLC and operates as a non-independent retail registered investment adviser owned by an individual. Its client focus is on individuals and families, and it bills clients on a percentage-of-assets-under-management basis. The firm’s stated advisory activities include portfolio management for individuals and small businesses, selection of other advisers, and running educational seminars or workshops. It is not identified as an active ESG investor and is not flagged as a pension consultant or multi-state adviser. The firm is also listed with an affiliation to an insurance company and describes itself as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives