“Our journey has been extraordinary from day one. Surpassing $30bn AUA in such a short time reflects our vision and unwavering dedication to advisors,” said Shaun Hauser, founder, and CEO of Wellington-Altus.
“Built by advisors for advisors, Wellington-Altus has made significant progress, and I am proud of the trust that leading teams and their clients continue to place in us.”
Hauser also highlighted the contribution of the firm’s employees saying, “We could not have achieved this level of success without the grit and dedication of our people. I am grateful to every team member who has helped us reach this point—and we are just getting started.”
“The accuracy of our instincts, the strength of our business model, and our strategic decisions have driven our accelerated growth and the achievement of this $30bn AUA milestone,” added Charlie Spiring, founder, and chair of Wellington-Altus.
“As we celebrate this remarkable achievement, we remain focused on the future and the exciting opportunities ahead, including our next goal of reaching $50bn AUA.”