Wellington Wealth Strategies, LLC

Wellington Wealth Strategies, LLC (CRD# 306298) is a financial advisory firm headquartered in Indianapolis, IN. They manage $279,598,620 in 1,198 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
9000 Keystone Crossing, Suite 400, Indianapolis, IN 46240
https://www.linkedin.com/company/wellingtonwealthstrategies2/
By the Numbers
  • Total Assets Under Management
    280
    MILLION
  • Total Number of Accounts
    1,198
    ACCOUNTS
  • Average Account Value
    $233,388
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, IL, IN, LA, MI, TX

Financial Advisors at Wellington Wealth Strategies, LLC
Showing 1 - 10 of 13 top financial advisors.
1
Anthony Bonanno, financial advisor Indianapolis IN
Anthony J. Bonanno
CRD#: 1534308
9000 Keystone Crossing Suite 400, Indianapolis, IN 46240

Anthony Bonanno (CRD# 1534308) is an Investment Advisor Representative working at Wellington Wealth Strategies, LLC in Indianapolis, IN and has over 37 years of experience in the finance industry.

2
Thomas Cates, financial advisor Indianapolis IN
Thomas L. Cates
CRD#: 3064356
9000 Keystone Crossing Suite 400, Indianapolis, IN 46240

Thomas Cates (CRD# 3064356) is an Investment Advisor Representative working at Wellington Wealth Strategies, LLC in Indianapolis, IN and has over 25 years of experience in the finance industry.

3
Gregory Freeman, financial advisor Indianapolis IN
Gregory T. Freeman
CRD#: 5695227
5901 North Meridian Street, Indianapolis, IN 46208

Gregory Freeman (CRD# 5695227) is an Investment Advisor Representative working at Wellington Wealth Strategies, LLC in Indianapolis, IN and has over 14 years of experience in the finance industry.

4
Ross Gaddy, financial advisor Indianapolis IN
Ross J. Gaddy
CRD#: 6735764
9000 Keystone Crossing, Suite 400, Indianapolis, IN 46240

Ross Gaddy (CRD# 6735764) is an Investment Advisor Representative working at Wellington Wealth Strategies, LLC in Indianapolis, IN and has over 6 years of experience in the finance industry.

5
Joe Hillman, financial advisor Indianapolis IN
Joe T. Hillman
CRD#: 6233607
5901 North Meridian Street, Indianapolis, IN 46208

Joe Hillman (CRD# 6233607) is an Investment Advisor Representative working at Wellington Wealth Strategies, LLC in Indianapolis, IN and has over 10 years of experience in the finance industry.

6
Nathaniel Miller, financial advisor Indianapolis IN
Nathaniel J. Miller
CRD#: 4201700
9000 Keystone Crossing Suite 400, Indianapolis, IN 46240

Nathaniel Miller (CRD# 4201700) is an Investment Advisor Representative working at Wellington Wealth Strategies, LLC in Indianapolis, IN and has over 23 years of experience in the finance industry.

7
Maxwell Moritz, financial advisor Indianapolis IN
Maxwell T. Moritz
CRD#: 6440839
9000 Keystone Crossing Suite 400, Indianapolis, IN 46240

Maxwell Moritz (CRD# 6440839) is an Investment Advisor Representative working at Wellington Wealth Strategies, LLC in Indianapolis, IN and has over 8 years of experience in the finance industry.

8
Christopher Bauchle, financial advisor Indianapolis IN
Christopher B. Bauchle
CRD#: 7351200
9000 Keystone Crossing, Suite 400, Indianapolis, IN 46240

Christopher Bauchle (CRD# 7351200) is an Investment Advisor Representative working at Wellington Wealth Strategies, LLC in Indianapolis, IN and has over 3 years of experience in the finance industry.

9
Brian Bodamer, financial advisor Portage MI
Brian A. Bodamer
CRD#: 7598729
10227 Woodlawn Dr., Portage, MI 49002

Brian Bodamer (CRD# 7598729) is an Investment Advisor Representative working at Wellington Wealth Strategies, LLC in Portage, MI and has 1 year of experience in the finance industry.

10
Joshua Damore, financial advisor Indianapolis IN
Joshua M. Damore
CRD#: 7029422
9000 Keystone Crossing, Suite 400, Indianapolis, IN 46240

Joshua Damore (CRD# 7029422) is an Investment Advisor Representative working at Wellington Wealth Strategies, LLC in Indianapolis, IN and has over 4 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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