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WELLINGTON WEALTH STRATEGIES, LLC

Tel: 317-789-8800
9000 Keystone Crossing
Suite 400
Indianapolis, Indiana  46240

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WELLINGTON WEALTH STRATEGIES, LLC

WELLINGTON WEALTH STRATEGIES, LLC is a Indianapolis, Indiana based financial advisory firm with nearly $289,598,620 in assets under management and provides investment advisory services for 1199 clients. There are currently 18 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for pooled investment vehicles , Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

306298

SEC#:

801-128328

No. of Clients:

1199

Assets under Management

$289,598,620

No. of Advisors:

18

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