Wellings Capital
Wellings Capital (CRD# 316324) is a financial advisory firm headquartered in Forest, VA. They manage $128,513,129 in 7 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management129MILLION
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Total Number of Accounts7ACCOUNTS
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Average Account Value$18,359,018
Compensation Options
- A percentage of assets under your management
- Performance-based fees
Advisory Services Offered
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
VA
Financial Advisors at Wellings Capital
No Advisor Found.
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