The Wellington Grp LLC
Firm details
- Headquarters
- Indianapolis, Indiana
- CRD number
- 332803
- Registered since
- September 6, 2024
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Other
- Client types
- HNWI62.07%
- Individuals37.93%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
The Wellington Grp LLC is an independent registered investment adviser structured as an LLC and registered with the SEC in 2024. It targets individual and family clients, combining fee-based portfolio management and financial planning with insurance brokerage services. The firm acts as a capital allocator and provides discretionary portfolio management for both individual/small business accounts and pooled investment vehicles, and it performs selection-of-advisers services for clients and funds. The firm does not identify as an active ESG investor and currently operates under a single-owner (individual) ownership model.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds59%
- Exchange Traded Equities27%
- Derivatives6%
- Cash & Cash Equivalents5%
- State & Local Bonds1%
Owners & executives
2 of 2Brian Petraitis
Chief Compliance OfficerCRD 7255407
Nathaniel Miller
Chief Operating OfficerCRD 4201700
Contacts
3 of 9Chyathorn Zipperle
Associate Wealth AdvisorCRD 7988020
Timothy Bales
PartnerCRD 5062888
Anthony Bonanno
Founder and Managing PartnerCRD 1534308
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 170Active vs passive
$239M in ETFs
81%
$194M
18%
$45M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF (IGSB) | BlackRock | Passive | Short Term Bond | $24.7M | 470,262 | 10.33% |
Location
Indianapolis, IN
Marion
Location
Indianapolis, IN
Headquartered in Indianapolis, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.
- Metro area
- Indianapolis-Carmel-Muncie, IN
- Region
- Midwest
- County
- Marion
- Address
- 9000 Keystone Xing
- Time zone
- ET (UTC-5)
- Office locations
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