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THE WELLINGTON GRP LLC

CRD 332803 · SEC 801-131076

Visit website

9000 KEYSTONE CROSSING, SUITE 400, INDIANAPOLIS, IN, 46240, United States

Phone

317-846-5055

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$473.6M

Discretionary AUM

$473.6M

Team

10 total employees; 9 advisory reps; 1 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; ONBOARDING FEES

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisers

Client types

TypeClientsAUM
Individuals1439$179.7M
High net worth individuals77$294.0M

States served

IN, TX

All web addresses on file

Official SEC filing: View on IAPD