Wellington Management Company Llp
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Overview
Wellington Management Company Llp operates as a financial advisory company that has its headquarters in Boston, Massachusetts. The company controls $1.2 trillion in assets across 1,625 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management (AUM). It has a very large group of 1,771 employees, five hundred ninety-two of whom are financial advisors. Wellington Management Company Llp is not a registered broker-dealer, meaning it is not able to buy and sell securities for its accounts and those of its clients and instead is required to go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal assets like options, stocks and bonds.
Wellington Management Company Llp oversees most of the firm's client assets on a discretionary basis. Discretionary management signifies that a portfolio manager has the discretion to make transaction judgments for the client's account without requiring the client's consent. Wellington Management Company Llp also has 12 non-discretionary accounts with a total of $81.4 billion in AUM. Wellington Management Company Llp administers an average of $756.7 million for each client account. An average financial advisor at Wellington Management Company Llp administers around three client accounts, placing it among the most personalized advisor firms in the country.
The company's main office is at 280 Congress Street, Boston, Massachusetts 2210. Wellington Management Company Llp is registered to serve investors across 33 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Wellington Management Company Llp by the Numbers

$1.2 trillion

1,771

1,625

$756.7 million
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Fee Structure
Fees charged by financial advisors largely are based on which services are offered. Fee types charged by the firm most likely are comprised of any blend of the following fee structures: asset-based, fixed or performance-based. The firm participates in a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Available
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Offered by 74% of firms
Percentage of Assets
-
Offered by 17% of firms
Performance-based
-
Offered by 40% of firms
Fixed
Unavailable
Types of Clients
Wellington Management Company Llp works with a broad range of customers. The company provides services to high net worth investors, banking institutions, investment companies, pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities, insurance companies, sovereign wealth funds and corporations. Out of its 1,625 customers, Wellington Management Company Llp's largest client by number of accounts is pooled investment vehicles, although it also serves nine high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 in AUM or a net worth of at least $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). Around 42% of the firm's accounts are non-U.S. persons.
- High-Net-Worth Individuals* - 0.55%
- Other Individuals - 0%
- Corporations - 94.76%
- Charitable Organizations - 4.69%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Wellington Management Company Llp does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, 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, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
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