SourcingSourcing

WELLINGTON CONSULTING SERVICES INC

B54
CRD 105837·SEC 801-41552·CHANTILLY, VA
AUM
$1.69B
$1B+
Est. Revenue
$16.9M
@ 1% on AUM
Est. EBITDA
$5.1M
@ 30% margin
Est. Deal Value
$40.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
WELLINGTON CONSULTING SERVICES INC
CRD
105837
SEC file #
801-41552
EIN
—
DBA names
—

Economics

AUM
$1.69B
AUM band
$1B+
AUM trajectory
'20'26
$701.6M → $1.69B▲ +141%
Client mix
Individuals Other9,275
Individuals High Net Worth49

Operations

Employees (total)
13
Advisory staff (per ADV)
9
Advisory staff (5-yr trend)
'20'26
9 advisors → 9 advisors▬ 0%
Primary office
CHANTILLY VA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businessesPension consultingSelection of other advisers
Fee basis
% of AUM

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
wellington401k.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
JONES, PETER, EVERINGTON
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
JONES, PETER, EVERINGTON
LYNCH, STEPHEN, MICHAEL
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
WELLINGTON401K.COM
Rdap Domain Creation Date
1999-06-15T14:28:35Z
Rdap Firm Age Years
27
Rdap Firm Age Band
20+y
Rdap Registrar
Tucows Domains Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
13
Form 5500 Total Compensation
613,252
Form 5500 Compensation Trajectory 3y
2025613,252
Form 5500 Plan Count Trajectory 3y
202513
Schedule C Total Compensation
613,252
Schedule C Service Provider Rows
13

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
9
Bc Firm IAR Count
9
Custodian Candidates
Full
Charles Schwab10
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-06-15T14:29:14Z
Rdap Domain Last Changed
2025-06-10T10:01:57Z
Rdap Nameservers
Ns1.winhost.comNs2.winhost.comNs3.winhost.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer ProhibitedClient Update Prohibited
Top Owner CRD
719140
Trust Company Affiliate
No

People (9)

9
LYNCH, STEPHEN, MICHAEL
IAR · Direct Owner · 62.5%
1020915
JONES, PETER, EVERINGTON
IAR · Direct Owner · 62.5%
719140
DIX, STEPHEN, DOUGLAS
IAR · Executive Officer · 2.5%
1700129
GHULAM MUSTAFA
IAR
4901169
Vladimir Mikhailovich Zyuzin
IAR
6857770
JAMES ERIC PODGORNY
IAR
5837186
ROBERT JAMES ALEXANDER
IAR
5643538
CHERYL MAY GREER
IAR
2723964
HAL EDMUND GREER
IAR
2075084