other names
  • WELLINGS CAPITAL
  • WELLINGS CAPITAL MANAGEMENT, LLC

Adviser Profile

As of Date 08/07/2025
ADV Location FOREST, VA, United States
Adviser Type - Large advisory firm
Number of Employees 11 57%
of those in investment advisory functions 5
Registration SEC, Approved, 05/13/2022
Other registrations (1)
Former registrations

WELLINGS CAPITAL MANAGEMENT, LLC

AUM* 201,928,429 57%
of that, discretionary 201,928,429 57%
Private Fund GAV* 33,313,000 1%
Avg Account Size 14,423,459 -21%
SMA’s No
Private Funds 2
Contact Info 800 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

102M 87M 73M 58M 44M 29M 15M
2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeReal Estate Fund Count2 GAV$33,313,000

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Brochure Summary