Brian Joseph Petraitis
CcoThe Wellington Grp LLCCRD 7255407
About Brian Joseph Petraitis
Brian Joseph Petraitis is listed as Cco at The Wellington Grp LLC in Indianapolis, IN. Form ADV reports a beneficial ownership band of Under 5%. Brian Joseph Petraitis is associated with 6 registered advisers.
Reported ownership
Owns Under 5% of The Wellington Grp LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Brian Joseph Petraitis work?
Brian Joseph Petraitis is listed as Cco at The Wellington Grp LLC on SEC Form ADV.
How much of The Wellington Grp LLC does Brian Joseph Petraitis own?
Form ADV reports a beneficial ownership band of Under 5%.
The Wellington Grp LLC
| Title | Cco |
| Ownership | Under 5% |
| Control person | No |
| Since | 2025 |
Curry Webb Wealth Management LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |
The Retirement Solution LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2024 |
Axecap Investments, LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2023 |
Great Lakes Retirement, Inc.
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2024 |
Worth Charting Group LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2026 |