$180MM AUM | $1.8MM GDC in
Wellington Investment Advisors is a boutique financial advisory firm committed to putting our clients first by focusing on exemplary customer service. We are a group of independent financial advisors bringing our clients thoughtful, personalized investment advice and guidance. We are an independently owned RIA that is dually registered. We use a variety of individual stocks and mutual funds in the management of client assets. We have an exemplary platform using Black Diamond, Money Guide Pro, and Wealth Box Cloud software. We use Schwab as our custodian.
We are looking to grow our practice through acquisition, or merger and integration of ongoing fee based practices. We will provide full compliance, and a turn key operation for practices looking to eliminate some of their overhead or headaches.
We have a marketing system in place to provide lead flow of qualified prospects.