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WELLINGTON CONSULTING SERVICES INC
CRD 105837File 801-41552
APPROVED
Retail clients
Custody
Filing as of Jul 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.69B
Top 25% of cohort (national)
Discretionary AUM
$1.29B
Non-discretionary $394.8M
Clients
9,324
9,324 accounts
Employees
13
Top 25% of cohort in VA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jun 1, 1992
- Principal office
- 14325 WILLARD ROAD, SUITE 104, CHANTILLY, VA, 20151-2110
- Phone
- 877-836-1993
- Website
- http://www.WRS401k.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.69B
- Discretionary AUM
- $1.29B
- Non-discretionary AUM
- $394.8M
- Discretionary accounts
- 8,210
- Non-discretionary accounts
- 1,114
- Total accounts
- 9,324
- AUM per client
- $181K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 49 | $114.7M |
| Individuals (other than high net worth individuals) | 9,275 | $1.57B |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Custody | false | true |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.