WELLINGTON CONSULTING SERVICES INC

RIASEC RegisteredEst. 1992

Total AUM

$1.7B

Discretionary

$1.3B

77% of AUM

Avg account

$181K

Accounts

9,324

Employees

Advisory reps

Firm details

Headquarters: CHANTILLY, Virginia
CRD number: 105837
Registered since: June 1, 1992
Website: www.wrs401k.com
Custodians: CHARLES SCHWAB & CO., INC., CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: Individuals93.21%
HNWI6.79%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Wellington Consulting Services Inc. is a fee-based wealth manager that has been SEC-registered since 1992 and operates as a corporation under individual ownership. The firm serves primarily individuals and families and provides portfolio management for both retail clients and smaller institutional or business clients. Its advisory services include portfolio management, pension consulting and the selection of other advisers, which signals a hybrid model of direct portfolio management plus third-party manager allocation. Investment activity is concentrated in publicly available pooled vehicles: mutual funds and public funds make up the bulk of its deployed capital. Wellington Consulting Services Inc. functions as a capital allocator—building client solutions through core mutual fund exposures while supplementing portfolios with externally managed strategies where needed. The firm is not an active ESG investor and delivers services under a percentage-of-AUM fee structure, with a substantial tilt toward discretionary management.