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Building 2WELLINGS CAPITAL

Map pinFOREST, VA
Phone800-844-2188
NotebookSEC #801-125011
Total AUM
$201.9M
Employees
11
Clients
14

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
14805 FOREST RD
SUITE 203
FOREST
VA 24551
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
800-844-2188

ReceiptFinancials

Total AUM
$201.9M
Accounts
14
Discretionary
$201.9M
Accounts
14
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
14
AUM
$201.9M

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
VA

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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