RIA Intel›Advisers›Virginia›WELLINGS CAPITAL MANAGEMENT, LLC

WELLINGS CAPITAL MANAGEMENT, LLC

Advisory

N·FOREST, VA

Data as of Feb 29, 2024 · Source: SEC Form ADV

Total AUM

$166M

1-Year AUM Growth

+26.2%

3-Year CAGR

+8.1%

Employees

5

Assets Under Management

Total AUM$166M

Discretionary AUM$166M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients15

Team

Total Employees5

Investment Advisers11

Employee Growth (1Y)—

Filing History

Total Filings on Record7

First FilingApr 13, 2022

Latest FilingFeb 29, 2024

🔒 Full AUM trend chart and 7 historical filings spanning 2+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on WELLINGS CAPITAL MANAGEMENT, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.