Data / Investment advisers / Virginia / Wellington Consulting Services Inc
Wellington Consulting Services Inc, Chantilly, VA: $1.7 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Wellington Consulting Services Inc is an SEC registered investment adviser with its main office in Chantilly, Virginia and reports $1.7 billion in regulatory assets under management in its Form ADV filed July 27, 2026. Its clients include individuals and high net worth individuals. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 105837
- SEC file number
- 801-41552
- SEC status
- Approved, effective June 1, 1992
- Main office
- 14325 Willard Road Suite 104, Chantilly, VA 20151
- Phone
- (877) 836-1993
- Website
- wrs401k.com
- Regulatory AUM
- $1,689,317,127 in the Form ADV filed July 27, 2026
- Discretionary AUM
- $1,294,471,615
- Non discretionary AUM
- $394,845,512
- Accounts
- 9,324
- Employees
- 13, of which 9 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 27, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 9,275 | $1.57 billion |
| High net worth individuals | 49 | $114.7 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.69 billion | March 27, 2026 |
| December 1, 2025 | $1.31 billion | March 28, 2025 |
Other advisers in Virginia
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Navy Federal Investment Services, LLC | Vienna | $2.10 billion | Not listed | adviserinfo.sec.gov |
| Financial Security Advisory Inc | Virginia Beach | $1.95 billion | Not listed | adviserinfo.sec.gov |
| Kanawha Capital Management, LLC | Richmond | $1.84 billion | Not listed | adviserinfo.sec.gov |
| Azzad Asset Management, Inc. | Falls Church | $1.84 billion | Not listed | adviserinfo.sec.gov |
| Gef Capital Partners | Arlington | $1.75 billion | 23 | adviserinfo.sec.gov |
| Quantitative Investment Management, LLC | Charlottesville | $1.67 billion | 2 | adviserinfo.sec.gov |
| The Hoerner Planning Group, LLC | Middleburg | $1.65 billion | Not listed | adviserinfo.sec.gov |
| Godsey & Gibb Wealth Management | Richmond | $1.56 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Virginia
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Wellington Consulting Services Inc on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.