Overview
Assets Under Management: $290 million
Headquarters: INDIANAPOLIS, IN
High-Net-Worth Clients: 23
Average Client Assets: $4 million
Frequently Asked Questions
WELLINGTON WEALTH STRATEGIES, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #306298), WELLINGTON WEALTH STRATEGIES, LLC is subject to fiduciary duty under federal law.
WELLINGTON WEALTH STRATEGIES, LLC is headquartered in INDIANAPOLIS, IN.
WELLINGTON WEALTH STRATEGIES, LLC serves 23 high-net-worth clients according to their SEC filing dated January 02, 2025. View client details ↓
According to their SEC Form ADV, WELLINGTON WEALTH STRATEGIES, LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, and selection of other advisors. View all service details ↓
WELLINGTON WEALTH STRATEGIES, LLC manages $290 million in client assets according to their SEC filing dated January 02, 2025.
According to their SEC Form ADV, WELLINGTON WEALTH STRATEGIES, LLC serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 23
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 56.35
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 1,199
Discretionary Accounts: 1,199
Regulatory Filings
CRD Number: 306298
Last Filing Date: 2025-01-02 00:00:00
Website: https://kbc.team