Wellington-Altus USA Inc.
● SEC registered since 2018CRD 297314SEC# 801-113668Winnipeg, Manitoba
Reg. AUM
$146.2M
Employees
59
Accounts
265
Location
Winnipeg, Manitoba
Wellington-Altus USA Inc. assets under management
Wellington-Altus USA Inc. operates as an SEC-registered investment adviser based in Winnipeg, Manitoba. The firm has been registered since 2018. It reports $146.2 million in regulatory assets under management and employs 59 people.
Wellington-Altus USA Inc. owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Raffaele Corsetti Control | Chief Compliance Officer | Under 5% | 2025 |
| Dennis Stewner | President And Chief Financial Officer | Under 5% | 2025 |
| Shaun Gregory Hauser Control | Director | Under 5% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Wellington-Altus USA Inc. manage?
Wellington-Altus USA Inc. reports $146.2 million in regulatory assets under management on its Form ADV.
How many employees does Wellington-Altus USA Inc. have?
Wellington-Altus USA Inc. reports 59 employees.
Where is Wellington-Altus USA Inc. located?
Wellington-Altus USA Inc. is based in Winnipeg, Manitoba and has been SEC-registered since 2018.
Does Wellington-Altus USA Inc. disclose fund performance?
Wellington-Altus USA Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 201 Portage Avenue, 25th Floor, Winnipeg, Manitoba R3B 3K6 |
| Phone | 888-315-8729 |
| Fax | 204-289-2833 |
| Office hours | 8:00a.m. - 4:00p.m. |
| SEC region | HQ |
| Discloses disciplinary history | No |
Regulatory AUM
$146.2M▲ 15%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 84%
Larger than 16% of 16,271 advisers
EmployeesTop 11%
More than 89% of 16,825 advisers
Assets under management
$146.2Mregulatory AUM
Discretionary $146.2M