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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Indiana
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 18, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BRAUN, WILLIAM, H. | I | VICE PRESIDENT OF OPERATIONS | NA | |
| BRAUN, WILLIAM, H. | I | VICE PRESIDENT OF OPERATIONS | NA | |
| DOWDEN, JEFFREY, GERMAINE | I | VICE PRESIDENT | NA | Control |
| DOWDEN, JEFFREY, GERMAINE | I | VICE PRESIDENT | NA | Control |
| DOWDEN, JEFFREY, GERMAINE | I | VICE PRESIDENT | NA | Control |
| DOWDEN, JEFFREY, GERMAINE | I | VICE PRESIDENT | NA | Control |
| DOWDEN, JEFFREY, GERMAINE | I | VICE PRESIDENT | NA | Control |
| DOWDEN, JEFFREY, GERMAINE | I | VICE PRESIDENT | NA | Control |
| DOWDEN, JEFFREY, GERMAINE | I | VICE PRESIDENT | NA | Control |
| DOWDEN, JEFFREY, GERMAINE | I | VICE PRESIDENT | NA | Control |
| DOWDEN, JEFFREY, GERMAINE | I | VICE PRESIDENT | NA | Control |
| DOWDEN, JEFFREY, GERMAINE | I | VICE PRESIDENT | NA | Control |
| DOWDEN, JEFFREY, GERMAINE | I | VICE PRESIDENT | NA | Control |
| DOWDEN, JEFFREY, GERMAINE | I | VICE PRESIDENT | NA | Control |
| DOWDEN, JEFFREY, GERMAINE | I | VICE PRESIDENT | NA | Control |
| DOWDEN, JEFFREY, GERMAINE | I | VICE PRESIDENT | NA | Control |
| DOWDEN, JEFFREY, GERMAINE | I | VICE PRESIDENT | NA | Control |
| DOWDEN, JEFFREY, GERMAINE | I | VICE PRESIDENT | NA | Control |
| DOWDEN, JEFFREY, GERMAINE | I | VICE PRESIDENT | NA | Control |
| DOWDEN, JEFFREY, GERMAINE | I | VICE PRESIDENT | NA | Control |
| DOWDEN, JEFFREY, GERMAINE | I | VICE PRESIDENT | NA | Control |
| DOWDEN, JEFFREY, GERMAINE | I | VICE PRESIDENT | NA | Control |
| DOWDEN, JEFFREY, GERMAINE | I | VICE PRESIDENT | NA | Control |
| DOWDEN, JEFFREY, GERMAINE | I | VICE PRESIDENT | NA | Control |
| DOWDEN, JEFFREY, GERMAINE | I | VICE PRESIDENT | NA | Control |
| DOWDEN, JEFFREY, GERMAINE | I | VICE PRESIDENT | NA | Control |
| DOWDEN, JEFFREY, GERMAINE | I | VICE PRESIDENT | NA | Control |
| DOWDEN, JEFFREY, GERMAINE | I | VICE PRESIDENT | NA | Control |
| DOWDEN, JEFFREY, GERMAINE | I | VICE PRESIDENT | NA | Control |
| DOWDEN, JEFFREY, GERMAINE | I | VICE PRESIDENT | NA | Control |
| DOWDEN, JEFFREY, GERMAINE | I | VICE PRESIDENT | NA | Control |
| DOWDEN, JEFFREY, GERMAINE | I | VICE PRESIDENT | NA | Control |
| DOWDEN, JEFFREY, GERMAINE | I | VICE PRESIDENT | NA | Control |
| DOWDEN, JEFFREY, GERMAINE | I | VICE PRESIDENT | NA | Control |
| DOWDEN, JEFFREY, GERMAINE | I | VICE PRESIDENT | NA | Control |
| DOWDEN, JEFFREY, GERMAINE | I | VICE PRESIDENT | NA | Control |
| DOWDEN, JEFFREY, GERMAINE | I | VICE PRESIDENT | NA | Control |
| DOWDEN, JEFFREY, GERMAINE | I | VICE PRESIDENT | NA | Control |
| DOWDEN, JEFFREY, GERMAINE | I | VICE PRESIDENT | NA | Control |
| DOWDEN, JEFFREY, GERMAINE | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| DOWDEN, JEFFREY, GERMAINE | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| DOWDEN, JEFFREY, GERMAINE | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| DOWDEN, JEFFREY, GERMAINE | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| DOWDEN, JEFFREY, GERMAINE | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| DOWDEN, JEFFREY, GERMAINE | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| DOWDEN, JEFFREY, GERMAINE | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| KUNKEL, LARRY, JOSEPH | I | CHIEF OPERATING OFFICER | NA | Control |
| KUNKEL, LARRY, JOSEPH | I | CHIEF OPERATING OFFICER | NA | Control |
| KURZAWA, AUDREY, L. | I | CHIEF OPERATING OFFICER | NA | Control |
| KURZAWA, AUDREY, L. | I | CHIEF OPERATING OFFICER | NA | Control |
| KURZAWA, AUDREY, L. | I | CHIEF OPERATING OFFICER | NA | Control |
| KURZAWA, AUDREY, L. | I | CHIEF OPERATING OFFICER | NA | Control |
| KURZAWA, AUDREY, L. | I | CHIEF OPERATING OFFICER | NA | Control |
| KURZAWA, AUDREY, L. | I | CHIEF OPERATING OFFICER | NA | Control |
| KURZAWA, AUDREY, L. | I | CHIEF OPERATING OFFICER | NA | Control |
| KURZAWA, AUDREY, L. | I | CHIEF OPERATING OFFICER | NA | Control |
| KURZAWA, AUDREY, L. | I | CHIEF OPERATING OFFICER | NA | Control |
| KURZAWA, AUDREY, L. | I | CHIEF OPERATING OFFICER | NA | Control |
| KURZAWA, AUDREY, L. | I | CHIEF OPERATING OFFICER | NA | Control |
| KURZAWA, AUDREY, L. | I | CHIEF OPERATING OFFICER | NA | Control |
| RENDON, ENRIQUE, JAVIER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RENDON, ENRIQUE, JAVIER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RENDON, ENRIQUE, JAVIER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RENDON, ENRIQUE, JAVIER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RENDON, ENRIQUE, JAVIER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RENDON, ENRIQUE, JAVIER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RENDON, ENRIQUE, JAVIER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RENDON, ENRIQUE, JAVIER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RENDON, ENRIQUE, JAVIER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RENDON, ENRIQUE, JAVIER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RENDON, ENRIQUE, JAVIER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RENDON, ENRIQUE, JAVIER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RENDON, ENRIQUE, JAVIER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RENDON, ENRIQUE, JAVIER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RENDON, ENRIQUE, JAVIER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RENDON, ENRIQUE, JAVIER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RENDON, ENRIQUE, JAVIER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RENDON, ENRIQUE, JAVIER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RENDON, ENRIQUE, JAVIER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RENDON, ENRIQUE, JAVIER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROSEBROUGH, JOHN, WENDELL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROSEBROUGH, JOHN, WENDELL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROSEBROUGH, JOHN, WENDELL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROSEBROUGH, JOHN, WENDELL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROSEBROUGH, JOHN, WENDELL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROSEBROUGH, JOHN, WENDELL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STARK, BRADLEY, RICHARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Swhear, John, Carl | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Swhear, John, Carl | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Swhear, John, Carl | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Swhear, John, Carl | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Swhear, John, Carl | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Swhear, John, Carl | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Swhear, John, Carl | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Swhear, John, Carl | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Swhear, John, Carl | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Swhear, John, Carl | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Swhear, John, Carl | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Swhear, John, Carl | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Swhear, John, Carl | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Swhear, John, Carl | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Swhear, John, Carl | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Swhear, John, Carl | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Swhear, John, Carl | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Swhear, John, Carl | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Swhear, John, Carl | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WORTHEN, BRUCE, DAVID | I | VICE PRESIDENT | NA | Control |
| WORTHEN, BRUCE, DAVID | I | VICE PRESIDENT | NA | Control |
| WEISS, TERENCE, PAUL | I | PRESIDENT/MANAGING MEMBER | E | Control |
| WEISS, TERENCE, PAUL | I | PRESIDENT/MANAGING MEMBER | E | Control |
| WEISS, TERENCE, PAUL | I | PRESIDENT/MANAGING MEMBER | E | Control |
| WEISS, TERENCE, PAUL | I | PRESIDENT/MANAGING MEMBER | E | Control |
| WEISS, TERENCE, PAUL | I | PRESIDENT/MANAGING MEMBER | E | Control |
| WEISS, TERENCE, PAUL | I | PRESIDENT/MANAGING MEMBER | E | Control |
| WEISS, TERENCE, PAUL | I | PRESIDENT/MANAGING MEMBER | E | Control |
| WEISS, TERENCE, PAUL | I | PRESIDENT/MANAGING MEMBER | E | Control |
| WEISS, TERENCE, PAUL | I | PRESIDENT/MANAGING MEMBER | E | Control |
| WEISS, TERENCE, PAUL | I | PRESIDENT/MANAGING MEMBER | E | Control |
| WEISS, TERENCE, PAUL | I | PRESIDENT/MANAGING MEMBER | E | Control |
| WEISS, TERENCE, PAUL | I | PRESIDENT/MANAGING MEMBER | E | Control |
| WEISS, TERENCE, PAUL | I | PRESIDENT/MANAGING MEMBER | E | Control |
| WEISS, TERENCE, PAUL | I | PRESIDENT/MANAGING MEMBER | E | Control |
| WEISS, TERENCE, PAUL | I | PRESIDENT/MANAGING MEMBER | E | Control |
| WEISS, TERENCE, PAUL | I | PRESIDENT/MANAGING MEMBER | E | Control |
| WEISS, TERENCE, PAUL | I | PRESIDENT/MANAGING MEMBER | E | Control |
| WEISS, TERENCE, PAUL | I | PRESIDENT/MANAGING MEMBER | E | Control |
| WEISS, TERENCE, PAUL | I | PRESIDENT/MANAGING MEMBER | E | Control |
| WEISS, TERENCE, PAUL | I | PRESIDENT/MANAGING MEMBER | E | Control |
| WEISS, TERENCE, PAUL | I | PRESIDENT/MANAGING MEMBER | E | Control |
| WEISS, TERENCE, PAUL | I | PRESIDENT/MANAGING MEMBER | E | Control |
| WEISS, TERENCE, PAUL | I | PRESIDENT/MANAGING MEMBER | E | Control |
| WEISS, TERENCE, PAUL | I | PRESIDENT/MANAGING MEMBER | E | Control |
| WEISS, TERENCE, PAUL | I | PRESIDENT/MANAGING MEMBER | E | Control |
| WEISS, TERENCE, PAUL | I | PRESIDENT/MANAGING MEMBER | E | Control |
| WEISS, TERENCE, PAUL | I | PRESIDENT/MANAGING MEMBER | E | Control |
| WEISS, TERENCE, PAUL | I | PRESIDENT/MANAGING MEMBER | E | Control |
| WEISS, TERENCE, PAUL | I | PRESIDENT/MANAGING MEMBER | E | Control |
| WEISS, TERENCE, PAUL | I | PRESIDENT/MANAGING MEMBER | E | Control |
| WEISS, TERENCE, PAUL | I | PRESIDENT/MANAGING MEMBER | E | Control |
| WEISS, TERENCE, PAUL | I | PRESIDENT/MANAGING MEMBER | E | Control |
| WEISS, TERENCE, PAUL | I | PRESIDENT/MANAGING MEMBER | E | Control |
| WEISS, TERENCE, PAUL | I | PRESIDENT/MANAGING MEMBER | E | Control |
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| WEISS, TERENCE, PAUL | I | PRESIDENT/MANAGING MEMBER | D | Control |
| WEISS, TERENCE, PAUL | I | PRESIDENT/MANAGING MEMBER | D | Control |
| WEISS, TERENCE, PAUL | I | PRESIDENT/MANAGING MEMBER | D | Control |
| FAMILY TRUST OF TERENCE P. WEISS FOR THE BENEFIT OF MARCIA A. WEISS AND DECENDANTS | DE | OWNER | C | Control |
| FAMILY TRUST OF TERENCE P. WEISS FOR THE BENEFIT OF MARCIA A. WEISS AND DECENDANTS | DE | OWNER | C | Control |
| FAMILY TRUST OF TERENCE P. WEISS FOR THE BENEFIT OF MARCIA A. WEISS AND DECENDANTS | DE | OWNER | C | Control |
Registrations
Federal
IA
Jul 18, 2025 REGISTERED
Notice Filings (12)
AZ CA CO FL GA IL IN LA NC NY TX WA
Address
8900 KEYSTONE CROSSINGSUITE 1015
INDIANAPOLIS, IN 46240-2134
United States
Phone: 317-575-8670