RIA Intel›Advisers›Pennsylvania›WELLINGTON ADAMS INVESTMENT ADVISORY, LLC

WELLINGTON ADAMS INVESTMENT ADVISORY, LLC

Advisory

YORK, PA

Data as of Mar 24, 2026 · Source: SEC Form ADV

Rank in PA

#966

of 1,528 advisers by AUM

Average account

$116K

across 581 accounts

AUM per adviser

$17M

4 advisers

Source: SEC Form ADV. Figures as filed Mar 24, 2026.

Total AUM

$68M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

5

Assets Under Management

Total AUM$68M

Discretionary AUM$68M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients328

Team

Total Employees5

Investment Advisers4

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, PA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

328 clients

57 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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