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WELLINGS CAPITAL

FOREST, VA · CRD 316324 · IAPD ↗ · wellingscapital.com · 800-844-2188

$201.9MRegulatory AUM
5Advisory reps
11Employees
0Clients
n/aPlanning clients
2Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

45
April 2026 — WELLINGS CAPITAL (FOREST, VA) left the SEC roster (was $201.9M RAUM, 5 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
45
March 2025 — WELLINGS CAPITAL reported RAUM up 29% ($128.5M -> $166.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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