| 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 |
Wellington Wealth Strategies, LLC reports $145.6 million in regulatory assets under management on its Form ADV.
Wellington Wealth Strategies, LLC reports 10 employees.
Wellington Wealth Strategies, LLC is based in Indianapolis, IN.
Wellington Wealth Strategies, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 9000 Keystone Crossing, Suite 400, Indianapolis, IN 46240 |
| Office hours | 8:00a.m. - 5:00p.m. |
| Discloses disciplinary history | No |
| Discretionary | $145.6M |
| Non-discretionary | $0 |
| Total (RAUM) | $145.6M |