Wellington Funds (Us) LLC
Answer a few questions and
get matched with an advisor.
Learn more about Wellington Funds (Us) LLC
Overview
Wellington Funds (Us) LLC is located at 280 Congress Street, Boston, MA. The firm employs financial advisors to manage client portfolios and provide financial guidance. Wellington Funds (Us) LLC is not a registered broker-dealer.
Wellington Funds (Us) LLC oversees $5.0 billion in assets under management across 23 accounts, all of which are discretionary. The services offered include other services. The firm caters to pooled investment vehicles, with pooled investment vehicles being the largest client type by accounts. The fee structure at Wellington Funds (Us) LLC is asset-based. The firm maintains affiliations with a broker-dealer or securities dealer, a trust company, and a commodity pool advisor.
Wellington Funds (Us) LLC is registered in the states of Delaware and Massachusetts.
Assets Under Management
Disclosures
Office Location
Wellington Funds (Us) LLC by the Numbers
$5.0 billion
23
$217.7 million
Fee Structure
Financial management fees largely vary depending on the type of services provided. Fees billed by Wellington Funds (Us) LLC typically consist of the following fee structure: asset-based.
Available
-
Offered by 69% of firms
Percentage of Assets
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It caters to pooled investment vehicles. Wellington Funds (Us) LLC's biggest client group by number of accounts is pooled investment vehicles.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
SmartAsset’s free advisor matching tool makes it easier to find a vetted advisor so you can make an informed decision and choose one that you feel best suits your individual needs. Click here to find your advisor matches today.
Disclosures
Wellington Funds (Us) LLC does not have any disclosures.
Please visit its Form ADV for more details.
Find an advisor that will serve your area
SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to find your advisor matches today.
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.