# WELLINGTON WEALTH STRATEGIES, LLC

WELLINGTON WEALTH STRATEGIES, LLC of INDIANAPOLIS, IN is an SEC-registered investment adviser.

## Registration

- CRD: 306298
- Type: SEC-registered investment adviser
- SEC file number: 801-128328
- Location: 9000 KEYSTONE CROSSING, SUITE 400, INDIANAPOLIS, IN, 46240
- Phone: 317-789-8800
- Latest filing: 2025-03-14
- Regulatory AUM: $145.6M
- Discretionary AUM: $145.6M
- Clients: 10
- Accounts: 576

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Charities, Investment cos

## Officers, owners & control persons (14)

| Name | Role | Location |
| --- | --- | --- |
| ANTHONY J BONANNO | MEMBER | INDIANAPOLIS, IN |
| Christopher Lee Payne | CHIEF COMPLIANCE OFFICER | — |
| Joe Thomas Hillman | MEMBER | — |
| Gregory Thomas Freeman | MEMBER | — |
| Maxwell T Moritz | MEMBER | — |
| Thomas L Cates | MEMBER | — |
| Ryan Boester | MEMBER | — |
| FREEMAN WAYNE THOMAS | CEO & PRESIDENT; MEMBER | — |
| PAYNE THOMAS LEE | CHIEF COMPLIANCE OFFICER | — |
| MORITZ MAXWELL T | MEMBER | — |
| BONANNO ANTHONY J | MEMBER | — |
| Boester Ryan | MEMBER | — |
| HILLMAN JOE THOMAS | CHIEF COMPLIANCE OFFICER / COO; COO; MEMBER | — |
| CATES THOMAS L | MEMBER | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| SPRING GROVE | IL | 1 | 317-789-8800 |
| SPRING GROVE | IL | 1 | 317-789-8800 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/306298/brochure
- Similar advisers: https://search.stillhousedata.com/firm/306298/similar
- Related entities: https://search.stillhousedata.com/firm/306298/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/306298

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.