CRD: 286055
Wellington Adams Investment Advisory, LLC
$67.6M Total AUM
$67.6M Disc. AUM
-- 3Y CAGR
5 Employees
328 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-31-2017
- Office Locations
- 2
Office Locations
3110 E Market Street Suite C York PA
7 Rathton RD York PA
About Wellington Adams Investment Advisory, LLC
Wellington Adams Investment Advisory, LLC is a York-based RIA with 2 offices. The firm has been operating for 9 years. Managing $67.6M in total assets under management, with 4 advisory representatives. They custody assets with Charles Schwab & Company and Vanguard.
Team overview
-- AVG AGE
$16.9M AVG AUM / ADVISOR
$206.1K AVG AUM / CLIENT
6.6 yrs AVG TENURE
5 Employees
4 Advisory Reps
4 RIA Reps
9yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
B
BARRON SEAN FITZ-GERALD
--
- CRD
- #2493186
- Ownership
- 50% but less than 75%
Available
Available
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SIMON TODD HILLIARD
Chief Compliance Officer, Managing Member
- CRD
- #5639956
- Ownership
- 50% but less than 75%
Available
Available
Available
Showing 2 of 2 owners & executives
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JAMES ROBERT LYTER
Owner
- CRD
- #1661181
Available
Available
Available
S
Steven Edward Masel
--
- CRD
- #6710687
Available
Available
Available
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $67,596,924 | -- |
| Non-Discretionary | $0 | -- |
| Total | $67,596,924 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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