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WELLINGTON MANAGEMENT COMPANY LLP

BOSTON, MA · CRD 106595 · IAPD ↗ · wellington.com · 617-951-5000

$1428.05BRegulatory AUM
497Advisory reps
1868Employees
52Clients
n/aPlanning clients
77Private funds
32States
4Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
April 2026 — WELLINGTON MANAGEMENT COMPANY LLP grew from 479 to 497 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
April 2025 — WELLINGTON MANAGEMENT COMPANY LLP notice-filed in OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2025 — WELLINGTON MANAGEMENT COMPANY LLP shrank from 541 to 479 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
August 2024 — WELLINGTON MANAGEMENT COMPANY LLP's Item 11 disclosure-reporting entries rose by 1 (3 -> 4).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
April 2024 — WELLINGTON MANAGEMENT COMPANY LLP shrank from 587 to 541 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2024 — WELLINGTON MANAGEMENT COMPANY LLP added office(s): 5 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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