Overview
Assets Under Management: $146 million
High-Net-Worth Clients: 36
Average Client Assets: $3 million
Frequently Asked Questions
WELLINGTON-ALTUS USA INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #297314), WELLINGTON-ALTUS USA INC. is subject to fiduciary duty under federal law.
WELLINGTON-ALTUS USA INC. serves 36 high-net-worth clients according to their SEC filing dated February 13, 2026. View client details ↓
According to their SEC Form ADV, WELLINGTON-ALTUS USA INC. offers portfolio management for individuals. View all service details ↓
WELLINGTON-ALTUS USA INC. manages $146 million in client assets according to their SEC filing dated February 13, 2026.
According to their SEC Form ADV, WELLINGTON-ALTUS USA INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 36
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.37
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 265
Discretionary Accounts: 265
Regulatory Filings
CRD Number: 297314
Filing ID: 2054267
Last Filing Date: 2026-02-13 11:01:33