Wellington Consulting Services Inc
● SEC registered since 1992CRD 105837SEC# 801-41552Chantilly, VA
Reg. AUM
$1.69B
Employees
13
Accounts
9,324
Location
Chantilly, VA
Wellington Consulting Services Inc assets under management
Wellington Consulting Services Inc is an investment advisory firm registered with the SEC based in Chantilly, VA. The firm has been registered since 1992. It reports $1.7 billion in regulatory assets under management and employs 13 people.
Wellington Consulting Services Inc owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Peter Everington Jones Control | Chief Compliance Officer | 50-75% | 2004 |
| Stephen Douglas DIX | Manager | Under 5% | 2002 |
| Stephen Michael Lynch Control | President | 50-75% | 1992 |
Frequently asked questions
How much does Wellington Consulting Services Inc manage?
Wellington Consulting Services Inc reports $1.7 billion in regulatory assets under management on its Form ADV.
How many employees does Wellington Consulting Services Inc have?
Wellington Consulting Services Inc reports 13 employees.
Where is Wellington Consulting Services Inc located?
Wellington Consulting Services Inc is based in Chantilly, VA and has been SEC-registered since 1992.
Does Wellington Consulting Services Inc disclose fund performance?
Wellington Consulting Services Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 14325 Willard Road, Suite 104, Chantilly, VA 20151-2110 |
| Phone | 877-836-1993 |
| Fax | 703-774-3222 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.69B▲ 29%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 25%
Larger than 75% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers
Assets under management
$1.69Bregulatory AUM
Discretionary $1.29BNon-discretionary $394.8M