Wellington Investment Advisors

Overview

Wellington Investment Advisors is an independent, privately owned registered investment adviser that began SEC registration in 2021. The firm serves primarily individual and family clients and offers financial planning, portfolio management for individuals and small businesses, and the selection of other managers. Its compensation arrangements include both AUM-based fees and fixed-fee engagements. Wellington also operates as a capital allocator, meaning it commits client capital to external managers and funds, and maintains business lines tied to securities and insurance distribution as a registered representative of a broker-dealer and an insurance broker. The firm does not identify as an active ESG investor. Service delivery appears oriented to personalized advisory relationships rather than institutional pension consulting, and its adviser activities emphasize tailoring portfolios and bringing in outside managers where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices