Wellington Asset Holdings
Disciplined Capital.
Enduring Value.
A family investment office managing a diverse portfolio of assets, built on patient stewardship and a commitment to lasting growth.
Where We Invest
Our Investment Pillars
Wellington Asset Holdings allocates capital across core areas, each held to the same discipline, patience, and standards.
Real Estate
Investing in commercial, residential, and development opportunities that create lasting value across growing markets.
Land & Development
Transforming strategic land positions into high-value assets through thoughtful planning and disciplined execution.
Private Equity
Acquiring and scaling exceptional businesses with a focus on operational excellence and responsible, sustainable growth.
Insurance & Risk Advisory
Providing insight and access to insurance and risk management solutions that protect and preserve family wealth.
About Us
Built to Reach Higher.
Wellington Asset Holdings is a private family investment office dedicated to the disciplined stewardship of capital across a diverse portfolio of assets. We look beyond what an asset is today, focusing on what it can become through prudent underwriting, thoughtful strategy, and strong partnerships.
As a family office, we invest our own capital alongside the families and partners we work with. Every decision we make is guided by integrity, transparency, and accountability — because how we build value matters as much as the value itself.
Leadership
Who We Are
Steven Dunkle
DirectorSteven Dunkle is Director of Wellington Asset Holdings, bringing decades of executive leadership experience across business transformation, operations, and risk management. He currently serves as President of Connect Insurance, where he leads brokerage strategy and client advisory services, and applies that same operational discipline to overseeing the firm's investment activities.
Known as a hands-on turnaround strategist, Steven has guided organizations through periods of growth and change, pairing disciplined financial oversight with practical, on-the-ground execution. Based in West Palm Beach, Florida, he brings this same rigor and integrity to every investment made through Wellington Asset Holdings.
Get in Touch
Let's Talk
Have an opportunity you think might be a fit, or want to learn more about Wellington Asset Holdings? We’d like to hear from you.