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- Custodian
- Amalgamated Bank · Broadridge · RBC
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-31-2018
- Office Locations
- 3
Office Locations
About Wellington-Altus USA Inc.
Wellington-Altus USA is an independent, advisor-built wealth and investment advisory firm serving retail clients, including entrepreneurs. The team delivers client-first financial and wealth planning alongside asset management, portfolio construction, and retirement/estate planning. Portfolios lean heavily on ETFs, with fixed income/cash allocations. Advisors operate with autonomy on agile technology platforms; RBC is a listed custodian.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Christopher Raffaele Corsetti
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Shaun Gregory Hauser
DIRECTOR
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Keith Leslie Dyck
--
- CRD
- #8185398
George Gordon Love
--
- CRD
- #8185366
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $146,247,096 | $551,876 |
| Non-Discretionary | $0 | -- |
| Total | $146,247,096 | $551,876 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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