other names
  • WELLINGS CAPITAL
  • WELLINGS CAPITAL MANAGEMENT, LLC

Adviser Profile

As of Date 04/02/2026
Registration status Terminated
ADV Location FOREST, VA, United States
Contact Info 800 xxxxxxx
Websites
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

Adviser Type

- Large advisory firm

Number of Employees 11 57%

of those in investment advisory functions 5

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

202M 173M 144M 115M 87M 58M 29M
2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

Employees

Brochure Summary