INDIANAPOLIS, INCRD 332803Latest ADV March 31, 2026
The Wellington Grp LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Indianapolis, IN. Its latest Form ADV filing, dated March 31, 2026, reports $474M in regulatory assets under management, 10 employees, 1 office, and 1,516 accounts.
Assets Under Management
$474M
Employees
10
Offices
1 office
Total Clients
1,516
Primary office
INDIANAPOLIS, IN
9000 KEYSTONE CROSSING, SUITE 400, INDIANAPOLIS, IN, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Other fee arrangements
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 94.9% of total clients.
Top client categories% of clientsClients
1
Individuals
94.9%
1,439
2
HNWI
5.1%
77
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$474Mas of March 31, 2026
Discretionary100.0%
$474M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$474M
Total Accounts1,516
10Y AUM Change+$474M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee152:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.