A complete list of active advisors currently associated with Wellington Adams Investment Advisory, LLC

Warmer can help you find a great advisor at Wellington Adams Investment Advisory, LLC or one who fits your needs even better.

Wellington Adams provides discretionary investment management primarily to individual and high‑net‑worth clients, delivering portfolio management services and access to third‑party money managers and turnkey asset management programs. The firm reports approximately $67.6 million in assets under management and serves a few hundred client relationships while also facilitating custody‑based billing and fee deduction through custodians. The firm’s investment process is individualized, using fundamental, technical, cyclical and quantitative analysis to build portfolios composed largely of mutual funds, ETFs and individual equities, and — where appropriate — model portfolios through a TAMP platform. It also offers access to less liquid and tax‑sensitive alternatives, including Qualified Opportunity Funds, 1031 exchange structures (DSTs), non‑traded REITs and interval funds, and discloses the liquidity and tax considerations associated with those vehicles. Notable differences from many peers include offering public seminars and workshops at no cost to educate prospective clients and the public, and advisors’ material involvement in affiliated financial and insurance activities (approximately half of advisors’ time), which the firm discloses as a potential conflict of interest. Wellington Adams also operates in a co‑advisory capacity with selected third‑party managers and discloses referral fees and certain non‑monetary benefits received from those relationships.

To learn more about the advisors currently working at Wellington Adams Investment Advisory, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.