Wellington Consulting Services INC

Public-record details

Address

14325 Willard Road, Suite 104, Chantilly, VA 20151

Phone

(877) 836-1993

Listed under

% of assets managed, Retirement plan consulting

CRD number

105837

Registration

SEC registered since 1992-06-01

Compensation (Form ADV 5.E)

Percentage of assets under management

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Portfolio management for individuals/small businesses; Pension consulting; Selection of other advisers

Regulatory assets under management

$1.7 billion

Accounts managed

9,324

Clients reported (Form ADV 5.D)

9,324

Individual / high-net-worth clients

9,275 / 49

Employees

13

Other business activities (Form ADV 6.A)

None reported

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2026-07-27

SEC registered investment adviser, CRD 105837, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 105837 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.
• Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.