WELLINGTON CONSULTING SERVICES INC
CRD #105837 SEC #801-41552 CHANTILLY, VA 877-836-1993
SEC Registered
Total AUM
$1.3B
Discretionary
$1.2B
Employees
13
Clients
--
Accounts
7,803
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.3B | $1.2B | $102.7M | 13 | 0 |
| Dec 2024 | $1.2B | $1.1B | $88.5M | 14 | 0 |
| May 2024 | $1.2B | $1.1B | $88.5M | 14 | 0 |
| Mar 2024 | $1.7B | $1.6B | $88.5M | 14 | 0 |
| Mar 2023 | $969.7M | $900.2M | $69.5M | 14 | 0 |
| Mar 2022 | $1.2B | $988M | $205.6M | 14 | 0 |
| Apr 2021 | $1B | $972.7M | $60.5M | 14 | 0 |
| Oct 2020 | $893.9M | $837.1M | $56.9M | 14 | 0 |
| Jun 2020 | $893.9M | $837.1M | $56.9M | 14 | 0 |
| Mar 2020 | $893.9M | $837.1M | $56.9M | 14 | 0 |
| Mar 2019 | $701.6M | $643.6M | $58M | 14 | 8,083 |
| Mar 2018 | $668.9M | $605.9M | $63.1M | 14 | 8,083 |
| Oct 2017 | $638.6M | $575.3M | $63.3M | 14 | 8,083 |
| Jan 2017 | $533.8M | $476.2M | $57.7M | 14 | 6,842 |
| Nov 2016 | $514.3M | $461.7M | $52.6M | 14 | 7,765 |
| Mar 2016 | $445.3M | $433.7M | $11.6M | 14 | 7,765 |
| Mar 2015 | $420.8M | $408.1M | $12.7M | 13 | 6,900 |
| Mar 2014 | $396.9M | $396.9M | $0 | 13 | 6,553 |
| Mar 2013 | $354.2M | $354.2M | $0 | 13 | 6,200 |
| Mar 2012 | $295.6M | $295.6M | $0 | 11 | 5,800 |
| Mar 2011 | $310.2M | $310.1M | $64.8K | -- | -- |
| Mar 2009 | $194.2M | $183.1M | $11.1M | -- | -- |
| Mar 2008 | $231.1M | $216.6M | $14.5M | -- | -- |
| Mar 2007 | $199.9M | $186.9M | $13.1M | -- | -- |
| May 2004 | $99.7M | $82.2M | $17.4M | 10 | -- |
| Apr 2004 | $99.7M | $82.2M | $17.4M | 10 | -- |
| Apr 2002 | $64M | $49.2M | $14.8M | 5 | -- |
DateMar 2025
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$102.7M
Employees13
Clients0
DateDec 2024
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$88.5M
Employees14
Clients0
DateMay 2024
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$88.5M
Employees14
Clients0
DateMar 2024
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$88.5M
Employees14
Clients0
DateMar 2023
Total AUM$969.7M
Discretionary$900.2M
Non-Disc.$69.5M
Employees14
Clients0
DateMar 2022
Total AUM$1.2B
Discretionary$988M
Non-Disc.$205.6M
Employees14
Clients0
DateApr 2021
Total AUM$1B
Discretionary$972.7M
Non-Disc.$60.5M
Employees14
Clients0
DateOct 2020
Total AUM$893.9M
Discretionary$837.1M
Non-Disc.$56.9M
Employees14
Clients0
DateJun 2020
Total AUM$893.9M
Discretionary$837.1M
Non-Disc.$56.9M
Employees14
Clients0
DateMar 2020
Total AUM$893.9M
Discretionary$837.1M
Non-Disc.$56.9M
Employees14
Clients0
DateMar 2019
Total AUM$701.6M
Discretionary$643.6M
Non-Disc.$58M
Employees14
Clients8,083
DateMar 2018
Total AUM$668.9M
Discretionary$605.9M
Non-Disc.$63.1M
Employees14
Clients8,083
DateOct 2017
Total AUM$638.6M
Discretionary$575.3M
Non-Disc.$63.3M
Employees14
Clients8,083
DateJan 2017
Total AUM$533.8M
Discretionary$476.2M
Non-Disc.$57.7M
Employees14
Clients6,842
DateNov 2016
Total AUM$514.3M
Discretionary$461.7M
Non-Disc.$52.6M
Employees14
Clients7,765
DateMar 2016
Total AUM$445.3M
Discretionary$433.7M
Non-Disc.$11.6M
Employees14
Clients7,765
DateMar 2015
Total AUM$420.8M
Discretionary$408.1M
Non-Disc.$12.7M
Employees13
Clients6,900
DateMar 2014
Total AUM$396.9M
Discretionary$396.9M
Non-Disc.$0
Employees13
Clients6,553
DateMar 2013
Total AUM$354.2M
Discretionary$354.2M
Non-Disc.$0
Employees13
Clients6,200
DateMar 2012
Total AUM$295.6M
Discretionary$295.6M
Non-Disc.$0
Employees11
Clients5,800
DateMar 2011
Total AUM$310.2M
Discretionary$310.1M
Non-Disc.$64.8K
Employees--
Clients--
DateMar 2009
Total AUM$194.2M
Discretionary$183.1M
Non-Disc.$11.1M
Employees--
Clients--
DateMar 2008
Total AUM$231.1M
Discretionary$216.6M
Non-Disc.$14.5M
Employees--
Clients--
DateMar 2007
Total AUM$199.9M
Discretionary$186.9M
Non-Disc.$13.1M
Employees--
Clients--
DateMay 2004
Total AUM$99.7M
Discretionary$82.2M
Non-Disc.$17.4M
Employees10
Clients--
DateApr 2004
Total AUM$99.7M
Discretionary$82.2M
Non-Disc.$17.4M
Employees10
Clients--
DateApr 2002
Total AUM$64M
Discretionary$49.2M
Non-Disc.$14.8M
Employees5
Clients--