Unclaimed Profile

Adrienne Yost Hart

WELLINGS CAPITAL MANAGEMENT, LLC·FOREST, Virginia

Clean recordWELLINGS CAPITAL MANAGEMENT, LLC

14805 FOREST RD, FOREST, VA 24551CRD# 1510179Firm CRD# 316324

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Adrienne Yost Hart · FOREST, VA

Registration

CRD #1510179 · WELLINGS CAPITAL MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Adrienne Yost Hart is a registered financial advisor based in FOREST, Virginia, affiliated with WELLINGS CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Client Types

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

WELLINGS CAPITAL MANAGEMENT, LLC

WELLINGS CAPITAL

AUM

$129M

Regulatory assets under management

Employees

Total firm employees

View all advisors at WELLINGS CAPITAL MANAGEMENT, LLC →

Services

Portfolio management (pooled investments)

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 1510179

Firm CRD# 316324

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Adrienne Yost Hart offer?

Adrienne Yost Hart specializes in Investment Management, Retirement Planning. Contact their office in FOREST, Virginia for a consultation.

What are Adrienne Yost Hart's credentials?

Adrienne Yost Hart is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Adrienne Yost Hart located?

Adrienne Yost Hart is based in FOREST, Virginia, working with WELLINGS CAPITAL MANAGEMENT, LLC. Their office serves clients in the FOREST metropolitan area and surrounding communities.

How does Adrienne Yost Hart charge for services?

Adrienne Yost Hart's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WELLINGS CAPITAL MANAGEMENT, LLC?

WELLINGS CAPITAL MANAGEMENT, LLC has approximately 7 employees and manages $129M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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