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Building 2WELLINGTON WEALTH STRATEGIES, LLC

Map pinINDIANAPOLIS, IN
Phone317-789-8800
NotebookSEC #801-128328
Total AUM
$145.6M
Employees
10
Clients
326

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9000 KEYSTONE CROSSING
SUITE 400
INDIANAPOLIS
IN 46240
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
317-789-8800
Other Offices
1

ReceiptFinancials

Total AUM
$145.6M
Accounts
576
Discretionary
$145.6M
Accounts
576
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
295
AUM
$63.6M
HNW Individual Clients
23
AUM
$82M
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
1
AUM
$0
Charitable Organization Clients
1
AUM
$0
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$0

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
IN

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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