Wellington-Altus USA Inc.

Overview

Wellington-Altus USA Inc. is a retail-registered advisory firm that focuses on portfolio management for individuals and small businesses. The firm operates on a percentage-of-AUM fee model and is classified as a non-independent, non–multi-state RIA. It is SEC-registered since 2018 and is owned by a combination of a foreign entity and an individual. Client relationships are primarily individual and family households rather than institutional mandates. Regulatory filings list advisory activity centered on discretionary portfolio management; the firm is not identified as an active ESG investor, pension consultant, or capital allocator. Filings also record industry affiliations with a broker-dealer, another investment adviser, and an insurance company, suggesting access to brokerage and insurance product distribution alongside advisory services.

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Public Holdings

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Location & Offices