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Adrienne Yost Hart

WELLINGS CAPITAL MANAGEMENT, LLC·FOREST, Virginia
SIE, Series 4, Series 7, Series 14, Series 24, Series 27, Series 53, Series 63, Series 65, Series 99TOClean 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
01

Registrations & Exams

FINRA examinations passed
SIE
Series 4
Series 7
Series 14
Series 24
Series 27
Series 53
Series 63
Series 65
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
WELLINGS CAPITAL MANAGEMENT, LLC
CRD 316324 · SEC 801-125011
AUM
$129M
Regulatory assets under management
Employees
7
7 client accounts
Services offered by WELLINGS CAPITAL MANAGEMENT, LLC
Per Form ADV
Portfolio management (pooled investments)
Pension consulting
Client types served by the firm
Per Form ADV
Institutional Investors
Pension & Retirement Plans
View all advisors at WELLINGS CAPITAL MANAGEMENT, LLC →
Introduction

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04

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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