WELLINGTON WEALTH STRATEGIES, LLC of INDIANAPOLIS, IN is an SEC-registered investment adviser (CRD 306298). Regulatory assets under management: $145.6M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Charities, Investment cos.
| 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 | — |
| City | State | Employees | Phone |
|---|---|---|---|
| SPRING GROVE | IL | 1 | 317-789-8800 |
| SPRING GROVE | IL | 1 | 317-789-8800 |