WALLINGTON ASSET MANAGEMENT

WALLINGTON ASSET MANAGEMENT, LLC

CRD 143360 · SEC 801-67613

Visit website

8900 KEYSTONE CROSSING, SUITE 1015, INDIANAPOLIS, IN, 46240-2134, United States

Phone

317-575-8670

Fax

317-575-8671

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.32B

Discretionary AUM

$1.31B

Team

17 total employees; 8 advisory reps

Clients

26-50

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingPublication of periodicalsEducational seminars

Client types

Type	Clients	AUM
Individuals	109	$46.8M
High net worth individuals	197	$1.08B
Pension/profit sharing plans	17	$155.4M
Charitable organizations	12	$20.5M
Corporations/business entities	2	$11.5M

States served

AZ, CA, CO, GA, IL, IN, LA, MD, NY, NC, WA, TX, FL

All web addresses on file

http://www.wallington.com
https://www.linkedin.com/company/wallingtonasset
HTTP://WWW.WALLINGTONASSET.COM/

Official SEC filing: View on IAPD