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 11 - 13 of 13 top financial advisors.
11
Patrick Dykstra, financial advisor Indianapolis IN
Patrick H. Dykstra
CRD#: 6865713
9000 Keystone Crossing, Suite 400, Indianapolis, IN 46240

Patrick Dykstra (CRD# 6865713) 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.

12
Nicholas Prokai, financial advisor Indianapolis IN
Nicholas B. Prokai
CRD#: 7162548
9000 Keystone Crossing, Suite 400, Indianapolis, IN 46240

Nicholas Prokai (CRD# 7162548) is an Investment Advisor Representative working at Wellington Wealth Strategies, LLC in Indianapolis, IN and has 1 year of experience in the finance industry.

13
Michael Shively, financial advisor Indianapolis IN
Michael C. Shively
CRD#: 7073510
9000 Keystone Crossing Suite 400, Indianapolis, IN 46240

Michael Shively (CRD# 7073510) 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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