RIA Intel›Advisers›Virginia›WELLINGTON CONSULTING SERVICES INC

WELLINGTON CONSULTING SERVICES INC

Advisory

N·CHANTILLY, VA

Data as of Jul 27, 2026 · Source: SEC Form ADV

Total AUM

$1.7B

1-Year AUM Growth

-22.6%

3-Year CAGR

+3.0%

Employees

9

Assets Under Management

Total AUM$1.7B

Discretionary AUM$1.3B

Non-Discretionary AUM$395M

Discretionary %76.6%

Total Clients7,803

Team

Total Employees9

Investment Advisers13

Employee Growth (1Y)-10.0%

Filing History

Total Filings on Record34

First FilingFeb 16, 2001

Latest FilingJul 27, 2026

🔒 Full AUM trend chart and 34 historical filings spanning 25+ 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 WELLINGTON CONSULTING SERVICES INC

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