Wellington Retirement Solutions, Inc. Wellington Retirement Solutions, Inc. (WRS) is a full service provider of pension administration services that includes the design, setup and recordkeeping of qualified retirement plans.
Wellington Consulting Services, Inc. is a U.S. Securities and Exchange Commission (SEC) Registered Investment Advisor (RIA) and provides advisory services for plan sponsors and plan participants in connection with WRS. To download a current copy of our form ADV please click here.
Charles Schwab and Co. is an American multinational financial services company. It offers banking, commercial banking, investing and related services including consulting, and wealth management advisory services to both retail and institutional clients. It has over 400 branches, primarily in financial centers in the United States. As of December 31, 2022, it had $7.05 trillion in client assets, 33.8 million active brokerage accounts, 2.4 million corporate retirement plan participants, and 1.7 million banking accounts. It was founded in San Francisco, California, and is headquartered in Westlake, Texas.
Ownership. Charles Schwab and Co. is not affilated with either Wellington Retirement Solutions, Inc. or Wellington Consulting Services, Inc. Two of the owners of Wellington Retirement Solutions, Inc., Mr. Lynch and Mr. Dix are also shareholders in Wellington Consulting Services, Inc.