WELLINGTON ADAMS INVESTMENT ADVISORY, LLC

WELLINGTON ADAMS INVESTMENT ADVISORY, LLC of YORK, PA is an SEC-registered investment adviser (CRD 286055). Regulatory assets under management: $67.6M.

Registration

• CRD: 286055
• Type: Registered investment adviser
• Location: 7 RATHTON RD, YORK, PA, 17403
• Phone: 855-793-2409
• Latest filing: 2026-03-24
• Regulatory AUM: $67.6M
• Discretionary AUM: $67.6M
• Clients: 5
• Accounts: 581

Business model

Compensation: % of AUM.

Clients served: High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 286055 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search