Investment adviser · CRD 306298
WELLINGTON WEALTH STRATEGIES, LLC
Investment adviser filing (IA)
INDIANAPOLIS, IN, United States · Form ADV filed Mar 14, 2025
- Regulatory AUM
- $146M Form ADV · Item 5.F
- Client accounts
- 576 Accounts, not individual clients
- Employees
- 10 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 | 23 | $82,039,457 | 56.3% |
| Individuals | 295 | $63,554,715 | 43.7% |
| Banks & thrifts | Fewer than 5 | Not reported | Not reported |
| Retirement plans | Fewer than 5 | Not reported | Not reported |
| Charities | Fewer than 5 | Not reported | Not reported |
| Government entities | Fewer than 5 | Not reported | Not reported |
| Other investment advisers | Fewer than 5 | Not reported | Not reported |
| Insurance companies | Fewer than 5 | Not reported | Not reported |
| Sovereign wealth & foreign institutions | Fewer than 5 | Not reported | Not reported |
| Corporations & businesses | Fewer than 5 | Not reported | Not reported |
Filing source
Form ADV 1956868 · Mar 14, 2025 · 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
1 Private fundThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
WWS - GROVE, LLCReal Estate Fund · Last reported Jan 2, 2025$10MGross asset value
No provider names available in this fund's imported disclosure.
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-5165641171
- Reported beneficial owners
- 50
- Minimum commitment
- $0
Form ADV 1922806 · Jan 2, 2025 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 14, 2025. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
9000 KEYSTONE CROSSING, SUITE 400INDIANAPOLIS, IN, 46240, United States
CRD 306298
Filing source
Form ADV 1956868 · Mar 14, 2025 · 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.