Wellington Consulting Services provides portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.
Wellington Consulting Services reports 9,324 clients. They include 9,275 individual clients and 49 high-net-worth individuals. Of its assets, 76.6% ($1.29B across 8,210 accounts) are managed with discretion; $395M across 1,114 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 99% | 93% |
| High-net-worth individuals | <1% | 7% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 9,275 | $1.57B | 93.2% | $170K |
| High-net-worth individuals | 49 | $115M | 6.8% | $2.34M |
| Total | 9,324 | $1.69B | 100% | $181K |
- Clients
- 9,275
- Regulatory AUM
- $1.57B
- AUM share
- 93.2%
- Avg. per client
- $170K
- Clients
- 49
- Regulatory AUM
- $115M
- AUM share
- 6.8%
- Avg. per client
- $2.34M
Total
- Clients
- 9,324
- Regulatory AUM
- $1.69B
- AUM share
- 100%
- Avg. per client
- $181K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Wellington Consulting Services charges 1.75%–2.00% a year for its LAMP-PLUS. The fee is billed in arrears and requires an account of at least $25,000. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- LAMP-Plus, ETFs
- Discretionary ETF allocation program, typically a 1.00% flat fee, billed quarterly in arrears; accounts under $15,000 accepted at the firm's option.
- Perfect401(k) participant advisory
- Participant advisory fees range up to 1.25% for the fully discretionary level, depending on the level selected and plan assets; negotiable.
Peter Jones owns 50% to 75% of Wellington Consulting Services. The leadership team of Wellington Consulting Services includes President Stephen Lynch and Chief Compliance Officer Peter Jones. It has 13 employees, 9 of them in advisory roles.
Leadership
- Stephen LynchPresident
- Peter JonesChief Compliance Officer
- Stephen DixManager
Investment adviser representatives
9 representatives listed in the SEC register as of 9 October 2026.
- Robert James Alexander
- Stephen Douglas Dix
- Cheryl May Greer
- Hal Edmund Greer III
- Peter Everington Jones
- Stephen Michael Lynch
- Ghulam Mustafa
- James Eric Podgorny
- Vladimir Mikhailovich Zyuzin
Staff
- 13 employees
- 9 in advisory functions
- 9 state-registered reps
- Owns 50% to 75% of Wellington Consulting Services Inc
Peter Jones
Control person · since October 2004
- Owns 50% to 75% of Wellington Consulting Services Inc
Stephen Lynch
Control person · since April 1992
Wellington Consulting Services’ regulatory assets grew 1.6× from $1.03B (April 2021) to $1.69B (July 2026); clients rose from 8,475 to 9,324 and employees fell from 14 to 13.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $1.69B | 9,324 | 13 | 2 |
| March 2025 | $1.31B | 7,803 | 13 | 2 |
| May 2024 | $1.18B | 8,396 | 14 | 2 |
| March 2023 | $970M | 8,091 | 14 | 2 |
| March 2022 | $1.19B | 8,290 | 14 | 2 |
| April 2021 | $1.03B | 8,475 | 14 | 2 |
Besides its headquarters, Wellington Consulting Services has 1 office (1 private residence, listed without an address), with 1 listed address in Virginia.
Virginia · 1 listed address
- 14325 Willard Road, Suite 104, ChantillyHQ
Contact and registration details
- Legal name
- Wellington Consulting Services Inc
- Headquarters
- 14325 Willard Road, Suite 104, Chantilly, VA 20151-2110
- Website
- wrs401k.com
- Phone
- 877-836-1993
- SEC file
- 801-41552
- Structure
- Virginia corporation
- Fiscal year end
- December
Wellington Consulting Services uses Charles Schwab ($1.17B, 90%) and Charles Schwab ($132M, 10%) as custodians for its separately managed accounts. Wellington Consulting Services does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $1.17B90%
- Charles SchwabCharles Schwab Trust Bank · Henderson, NV · $132M10%
At year end, Wellington Consulting Services’ separately managed accounts were mostly in funds (90%).
What the accounts hold
- Stocks5%
- Funds90%
- Cash5%
How many clients does Wellington Consulting Services have?
Wellington Consulting Services has 9,324 clients and manages $1.69 billion for them, as of July 2026. They include 9,275 individual clients and 49 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 July 2026
What services does Wellington Consulting Services offer?
Wellington Consulting Services provides portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Wellington Consulting Services charge?
Wellington Consulting Services charges 1.75%–2.00% a year for its LAMP-PLUS. The fee is billed in arrears and requires an account of at least $25,000.
Source: WCS FORM ADV PART 2A-WITH PRIVACY STATEMENT (2026-OTHER THAN ANNUAL AMENDMENT), filed 27 July 2026
Which custodians does Wellington Consulting Services use?
Wellington Consulting Services’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $1.17B and Charles Schwab Trust Bank (Henderson, NV), with $132M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 July 2026
How many financial advisors does Wellington Consulting Services have?
Wellington Consulting Services has 9 investment adviser representatives registered with state securities authorities, out of 13 employees, and 9 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Wellington Consulting Services invest in?
At the end of its last fiscal year, Wellington Consulting Services’ separately managed accounts held 90% registered funds (mutual funds, ETFs, BDCs), 5% exchange-traded equities and 5% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Wellington Consulting Services have a minimum investment?
Yes, Wellington Consulting Services’ minimum account size for its LAMP-PLUS is $25K.
Source: WCS FORM ADV PART 2A-WITH PRIVACY STATEMENT (2026-OTHER THAN ANNUAL AMENDMENT), filed 27 July 2026
Who owns Wellington Consulting Services?
Wellington Consulting Services’ direct owners are Peter Jones (50% to 75%) and Stephen Lynch (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 27 July 2026
How does Wellington Consulting Services get paid?
Wellington Consulting Services is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Wellington Consulting Services registered with the SEC?
Yes, Wellington Consulting Services has been registered with the SEC as an investment adviser since 1 June 1992. Its CRD number is 105837 and its SEC file number is 801-41552.
Source: Form ADV Part 1A, Item 1, filed 27 July 2026; IAPD firm record
How do I contact Wellington Consulting Services?
Wellington Consulting Services’ main office is at 14325 Willard Road, Suite 104, Chantilly, VA 20151-2110. Its phone number is 877-836-1993. Its website is wrs401k.com.