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).
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Total Assets Under Management280MILLION
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Total Number of Accounts1,198ACCOUNTS
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Average Account Value$233,388
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, IL, IN, LA, MI, TX
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.