other names
  • WELLINGS CAPITAL
  • WELLINGS CAPITAL MANAGEMENT, LLC

Adviser Profile

Registration status Terminated
As of Date 04/02/2026
ADV Location FOREST, VA, United States
Adviser Type - Large advisory firm
Number of Employees 11 57%
of those in investment advisory functions 5
AUM* 201,928,429 57%
of that, discretionary 201,928,429 57%
Private Fund GAV* 0 -100%
Avg Account Size 14,423,459 -21%
SMA’s No
Private Funds 0 2
Contact Info 800 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

102M 87M 73M 58M 44M 29M 15M
2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Brochure Summary