Investment adviser · CRD 297314
WELLINGTON-ALTUS USA INC.
Investment adviser filing (IA)
WINNIPEG, MANITOBA, Canada · Form ADV filed Jun 29, 2026
- Regulatory AUM
- $146M Form ADV · Item 5.F
- Client accounts
- 265 Accounts, not individual clients
- Employees
- 59 Reported in this filing
- Advisory professionals
- 59 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 36 | $105,834,335 | 72.4% |
| Individuals | 197 | $40,412,761 | 27.6% |
Filing source
Form ADV 2115011 · Jun 29, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 29, 2026. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets
Principal office
201 PORTAGE AVENUE, 25TH FLOORWINNIPEG, MANITOBA, R3B 3K6, Canada
CRD 297314
Filing source
Form ADV 2115011 · Jun 29, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.