WELLINGS CAPITAL MANAGEMENT, LLC

WELLINGS CAPITAL
FOREST, Virginia·2 registered advisors·CRD# 316324
SEC# 801-1250110800-844-2188
01

Firm Overview

AUM
$129M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (pooled investments)
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Investment ManagementRetirement Planning
04

Advisors at WELLINGS CAPITAL MANAGEMENT, LLC

2 registered advisors
Adrienne Yost Hart
FOREST, Virginia
Michael Francis Swallow
LYNCHBURG, Virginia
05

Office Locations

FOREST, Virginia
1 advisor
LYNCHBURG, Virginia
1 advisor

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Data sourced from SEC Form ADV filings. WELLINGS CAPITAL MANAGEMENT, LLC (CRD# 316324) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.