WALLINGTON ASSET MANAGEMENT, LLC
Legal name: WALLINGTON ASSET MANAGEMENT
CRD #143360 SEC #801-67613 INDIANAPOLIS, IN 317-575-8670
SEC Registered
Total AUM
$1.2B
Discretionary
$1.2B
Employees
18
Clients
26
Accounts
853
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $1.2B | $1.2B | $0 | 18 | 0 |
| Jul 2025 | $1.2B | $1.2B | $0 | 18 | 0 |
| Mar 2025 | $1.2B | $1.2B | $0 | 18 | 0 |
| Mar 2024 | $1.1B | $1.1B | $0 | 16 | 0 |
| Mar 2023 | $929.9M | $929.9M | $0 | 16 | 0 |
| Nov 2022 | $1B | $1B | $0 | 16 | 0 |
| Mar 2022 | $1B | $1B | $0 | 16 | 0 |
| Sep 2021 | $909M | $909M | $0 | 16 | 0 |
| Sep 2021 | $909M | $909M | $0 | 16 | 0 |
| Jun 2021 | $909M | $909M | $0 | 16 | 0 |
| Jun 2021 | $909M | $909M | $0 | 16 | 0 |
| Mar 2021 | $909M | $909M | $0 | 16 | 0 |
| Aug 2020 | $811.9M | $811.9M | $0 | 16 | 0 |
| Jun 2020 | $811.9M | $811.9M | $0 | 16 | 0 |
| Mar 2020 | $811.9M | $811.9M | $0 | 16 | 0 |
| Feb 2020 | $676M | $676M | $0 | 18 | 0 |
| Dec 2019 | $676M | $676M | $0 | 18 | 0 |
| Nov 2019 | $676M | $676M | $0 | 18 | 0 |
| Oct 2019 | $676M | $676M | $0 | 18 | 0 |
| Jun 2019 | $676M | $676M | $0 | 18 | 0 |
| Feb 2019 | $676M | $676M | $0 | 18 | 0 |
| Mar 2018 | $707.5M | $707.5M | $0 | 16 | 3 |
| Jan 2017 | $617.4M | $617.4M | $0 | 17 | 300 |
| Jun 2016 | $587M | $587M | $0 | 18 | 300 |
| Feb 2016 | $587M | $587M | $0 | 18 | 300 |
| Jan 2016 | $587M | $587M | $0 | 18 | 300 |
| Jul 2015 | $570M | $570M | $0 | 17 | 300 |
| Mar 2015 | $570M | $570M | $0 | 17 | 300 |
| Sep 2014 | $499.1M | $499.1M | $0 | 19 | 264 |
| Mar 2014 | $499.1M | $499.1M | $0 | 19 | 264 |
| Jan 2014 | $499.1M | $499.1M | $0 | 19 | 264 |
| Nov 2013 | $421.8M | $421.8M | $0 | 15 | 260 |
| Aug 2013 | $421.8M | $421.8M | $0 | 15 | 260 |
| Feb 2013 | $421.8M | $421.8M | $0 | 15 | 260 |
| Jan 2013 | $421.8M | $421.8M | $0 | 15 | 260 |
| May 2012 | $387.4M | $387.4M | $0 | 11 | 300 |
| Mar 2012 | $387.4M | $387.4M | $0 | 11 | 300 |
| Mar 2011 | $365.4M | $365.4M | $0 | -- | -- |
| Feb 2011 | $329M | $329M | $0 | -- | -- |
| Jan 2008 | $364.5M | $364.5M | $0 | -- | -- |
| Jan 2008 | $336.7M | $336.7M | $0 | -- | -- |
| Jan 2008 | $336.7M | $336.7M | $0 | 10 | -- |
| Mar 2007 | $0 | $0 | $0 | 10 | -- |
| Feb 2007 | $0 | $0 | $0 | 10 | -- |
| Feb 2007 | $0 | $0 | $0 | 10 | -- |
DateJul 2025
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees18
Clients0
DateJul 2025
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees18
Clients0
DateMar 2025
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees18
Clients0
DateMar 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees16
Clients0
DateMar 2023
Total AUM$929.9M
Discretionary$929.9M
Non-Disc.$0
Employees16
Clients0
DateNov 2022
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees16
Clients0
DateMar 2022
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees16
Clients0
DateSep 2021
Total AUM$909M
Discretionary$909M
Non-Disc.$0
Employees16
Clients0
DateSep 2021
Total AUM$909M
Discretionary$909M
Non-Disc.$0
Employees16
Clients0
DateJun 2021
Total AUM$909M
Discretionary$909M
Non-Disc.$0
Employees16
Clients0
DateJun 2021
Total AUM$909M
Discretionary$909M
Non-Disc.$0
Employees16
Clients0
DateMar 2021
Total AUM$909M
Discretionary$909M
Non-Disc.$0
Employees16
Clients0
DateAug 2020
Total AUM$811.9M
Discretionary$811.9M
Non-Disc.$0
Employees16
Clients0
DateJun 2020
Total AUM$811.9M
Discretionary$811.9M
Non-Disc.$0
Employees16
Clients0
DateMar 2020
Total AUM$811.9M
Discretionary$811.9M
Non-Disc.$0
Employees16
Clients0
DateFeb 2020
Total AUM$676M
Discretionary$676M
Non-Disc.$0
Employees18
Clients0
DateDec 2019
Total AUM$676M
Discretionary$676M
Non-Disc.$0
Employees18
Clients0
DateNov 2019
Total AUM$676M
Discretionary$676M
Non-Disc.$0
Employees18
Clients0
DateOct 2019
Total AUM$676M
Discretionary$676M
Non-Disc.$0
Employees18
Clients0
DateJun 2019
Total AUM$676M
Discretionary$676M
Non-Disc.$0
Employees18
Clients0
DateFeb 2019
Total AUM$676M
Discretionary$676M
Non-Disc.$0
Employees18
Clients0
DateMar 2018
Total AUM$707.5M
Discretionary$707.5M
Non-Disc.$0
Employees16
Clients3
DateJan 2017
Total AUM$617.4M
Discretionary$617.4M
Non-Disc.$0
Employees17
Clients300
DateJun 2016
Total AUM$587M
Discretionary$587M
Non-Disc.$0
Employees18
Clients300
DateFeb 2016
Total AUM$587M
Discretionary$587M
Non-Disc.$0
Employees18
Clients300
DateJan 2016
Total AUM$587M
Discretionary$587M
Non-Disc.$0
Employees18
Clients300
DateJul 2015
Total AUM$570M
Discretionary$570M
Non-Disc.$0
Employees17
Clients300
DateMar 2015
Total AUM$570M
Discretionary$570M
Non-Disc.$0
Employees17
Clients300
DateSep 2014
Total AUM$499.1M
Discretionary$499.1M
Non-Disc.$0
Employees19
Clients264
DateMar 2014
Total AUM$499.1M
Discretionary$499.1M
Non-Disc.$0
Employees19
Clients264
DateJan 2014
Total AUM$499.1M
Discretionary$499.1M
Non-Disc.$0
Employees19
Clients264
DateNov 2013
Total AUM$421.8M
Discretionary$421.8M
Non-Disc.$0
Employees15
Clients260
DateAug 2013
Total AUM$421.8M
Discretionary$421.8M
Non-Disc.$0
Employees15
Clients260
DateFeb 2013
Total AUM$421.8M
Discretionary$421.8M
Non-Disc.$0
Employees15
Clients260
DateJan 2013
Total AUM$421.8M
Discretionary$421.8M
Non-Disc.$0
Employees15
Clients260
DateMay 2012
Total AUM$387.4M
Discretionary$387.4M
Non-Disc.$0
Employees11
Clients300
DateMar 2012
Total AUM$387.4M
Discretionary$387.4M
Non-Disc.$0
Employees11
Clients300
DateMar 2011
Total AUM$365.4M
Discretionary$365.4M
Non-Disc.$0
Employees--
Clients--
DateFeb 2011
Total AUM$329M
Discretionary$329M
Non-Disc.$0
Employees--
Clients--
DateJan 2008
Total AUM$364.5M
Discretionary$364.5M
Non-Disc.$0
Employees--
Clients--
DateJan 2008
Total AUM$336.7M
Discretionary$336.7M
Non-Disc.$0
Employees--
Clients--
DateJan 2008
Total AUM$336.7M
Discretionary$336.7M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateFeb 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateFeb 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--