WELLINGS CAPITAL

14805 Forest Rd
Suite 203
Forest, Virginia 24551
Tel: 800-844-2188

About WELLINGS CAPITAL

WELLINGS CAPITAL, formally registered with the SEC as WELLINGS CAPITAL. The firm was established in 05/13/2022. They have over 1 offices throughout the country.

WELLINGS CAPITAL is a Forest, Virginia based Financial Planning firm with nearly $166,371,771 assets under management, offering retirement planning & investment advisory services to 10 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	316324
SEC#	801-125011
Assets Managed by Firm	$166,371,771
No. of Clients	10
No. of Advisors	11

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for investment companies
Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	10	$166,371,771

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