Wellington Wealth Strategies, LLC
CRD 306298SEC# 801-128328Indianapolis, IN
No longer SEC-registered. Wellington Wealth Strategies, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$145.6M
Employees
10
Accounts
576
Location
Indianapolis, IN
Wellington Wealth Strategies, LLC assets under management
Wellington Wealth Strategies, LLC operates as an SEC-registered investment adviser based in Indianapolis, IN. It reports $145.6 million in regulatory assets under management and employs 10 people.
Wellington Wealth Strategies, LLC owners & executives
11 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anthony J Bonanno Control | Member | 25-50% | 2023 |
| Christopher Lee Payne | Chief Compliance Officer | Under 5% | 2023 |
| Freeman Financial, LLC Control | Member | 25-50% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Wellington Wealth Strategies, LLC manage?
Wellington Wealth Strategies, LLC reports $145.6 million in regulatory assets under management on its Form ADV.
How many employees does Wellington Wealth Strategies, LLC have?
Wellington Wealth Strategies, LLC reports 10 employees.
Where is Wellington Wealth Strategies, LLC located?
Wellington Wealth Strategies, LLC is based in Indianapolis, IN.
Does Wellington Wealth Strategies, LLC disclose fund performance?
Wellington Wealth Strategies, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 9000 Keystone Crossing, Suite 400, Indianapolis, IN 46240 |
| Office hours | 8:00a.m. - 5:00p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$145.6M▼ 50%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 84%
Larger than 16% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$145.6Mregulatory AUM
Discretionary $145.6M