The Wellington Grp LLC
The Wellington Grp LLC is an SEC-registered mass-market adviser in Indianapolis, IN with $473.6M assets under management (AUM, regulatory AUM), +247% over one year. See who owns The Wellington Grp LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 332803, SEC 801-131076, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $473.6M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- Indianapolis, IN
- Employees
- 10
- Clients
- 1,516
- CRD
- 332803
- Ownership
- CATES, THOMAS, L; MILLER, NATHANIEL, JOHN; Petraitis, Brian, Joseph; PAYNE, CHRISTOPHER, LEE; MORITZ, MAXWELL, T
How much AUM does The Wellington Grp LLC have?
The Wellington Grp LLC reported $473.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns The Wellington Grp LLC?
Disclosed owners and executives of The Wellington Grp LLC include CATES, THOMAS, L, MILLER, NATHANIEL, JOHN, Petraitis, Brian, Joseph, PAYNE, CHRISTOPHER, LEE, MORITZ, MAXWELL, T. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.