RIA Intelligence

WELLINGS CAPITAL MANAGEMENT, LLC

Legal name: WELLINGS CAPITAL

CRD #316324 SEC #801-125011 FOREST, VA 800-844-2188
SEC Registered Private Funds
Total AUM
$201.9M
Discretionary
$201.9M
Employees
11
Clients
--
Accounts
14

AUM Over Time

DateAug 2025
Total AUM$201.9M
Discretionary$201.9M
Non-Disc.$0
Employees11
Clients0
DateMar 2025
Total AUM$166.4M
Discretionary$166.4M
Non-Disc.$0
Employees11
Clients0
DateFeb 2024
Total AUM$128.5M
Discretionary$128.5M
Non-Disc.$0
Employees7
Clients0
DateFeb 2024
Total AUM$128.5M
Discretionary$128.5M
Non-Disc.$0
Employees7
Clients0
DateSep 2023
Total AUM$120.1M
Discretionary$120.1M
Non-Disc.$0
Employees6
Clients0
DateMar 2023
Total AUM$101.8M
Discretionary$101.8M
Non-Disc.$0
Employees6
Clients0
DateJan 2023
Total AUM$81M
Discretionary$81M
Non-Disc.$0
Employees6
Clients0
DateMay 2022
Total AUM$81M
Discretionary$81M
Non-Disc.$0
Employees6
Clients0
DateApr 2022
Total AUM$81M
Discretionary$81M
Non-Disc.$0
Employees6
Clients0