Investment adviser · CRD 143360
WALLINGTON ASSET MANAGEMENT
Investment adviser filing (IA)
WALLINGTON ASSET MANAGEMENT, LLC
INDIANAPOLIS, IN, United States · Form ADV filed Sep 23, 2026
- Regulatory AUM
- $1.32B Form ADV · Item 5.F
- Client accounts
- 930 Accounts, not individual clients
- Employees
- 17 Reported in this filing
- Advisory professionals
- 8 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 197 | $1,083,447,908 | 82.2% |
| Retirement plans | 17 | $155,373,302 | 11.8% |
| Individuals | 109 | $46,750,816 | 3.5% |
| Charities | 12 | $20,526,288 | 1.6% |
| Corporations & businesses | 2 | $11,549,228 | 0.9% |
Filing source
Form ADV 2134385 · Sep 23, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 23, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
8900 KEYSTONE CROSSING, SUITE 1015INDIANAPOLIS, IN, 46240-2134, United States
CRD 143360
Filing source
Form ADV 2134385 · Sep 23, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.