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WELLINGTON CONSULTING SERVICES INC

CHANTILLY, VA · CRD 105837 · IAPD ↗ · wrs401k.com · 877-836-1993

$1.69BRegulatory AUM
9Advisory reps
13Employees
0Clients
n/aPlanning clients
0Private funds
46States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

30
August 2026 — WELLINGTON CONSULTING SERVICES INC changed its website from wellington401k.com to wrs401k.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
47
April 2026 — WELLINGTON CONSULTING SERVICES INC notice-filed in MS.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2026 — WELLINGTON CONSULTING SERVICES INC reported RAUM up 29% ($1.31B -> $1.69B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
May 2024 — WELLINGTON CONSULTING SERVICES INC reported RAUM down 30% ($1.69B -> $1.18B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
85
April 2024 — WELLINGTON CONSULTING SERVICES INC crossed $1B in regulatory AUM ($969.7M -> $1.69B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.