Wallington Asset Management, LLC
● SEC registered since 2007CRD 143360SEC# 801-67613Indianapolis, IN
Reg. AUM
$1.32B
Employees
17
Accounts
930
Location
Indianapolis, IN
Wallington Asset Management, LLC assets under management
Wallington Asset Management, LLC is an SEC-registered investment adviser based in Indianapolis, IN. The firm has been registered since 2007. It reports $1.3 billion in regulatory assets under management and employs 17 people.
Wallington Asset Management, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Family Trust of Terence P. Weiss for the Benefit of Marcia a. Weiss and Decendants Control | Owner | 25-50% | 2024 |
| Jeffrey Germaine Dowden Control | Executive Vice President | Under 5% | 2007 |
| John Carl Swhear Control | Chief Compliance Officer | Under 5% | 2019 |
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Join to unlock · $37/moFrequently asked questions
How much does Wallington Asset Management, LLC manage?
Wallington Asset Management, LLC reports $1.3 billion in regulatory assets under management on its Form ADV.
How many employees does Wallington Asset Management, LLC have?
Wallington Asset Management, LLC reports 17 employees.
Where is Wallington Asset Management, LLC located?
Wallington Asset Management, LLC is based in Indianapolis, IN and has been SEC-registered since 2007.
Does Wallington Asset Management, LLC disclose fund performance?
Wallington Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8900 Keystone Crossing, Suite 1015, Indianapolis, IN 46240-2134 |
| Phone | 317-575-8670 |
| Fax | 317-575-8671 |
| Office hours | 7:30 a.m. - 6:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.32B▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 28%
Larger than 72% of 16,271 advisers
EmployeesTop 28%
More than 72% of 16,825 advisers
Assets under management
$1.32Bregulatory AUM
Discretionary $1.31BNon-discretionary $2.9M