WELLINGTON WEALTH STRATEGIES, LLC
CRD #306298 SEC #801-128328 INDIANAPOLIS, IN 317-789-8800
SEC Registered
Total AUM
$145.6M
Discretionary
$145.6M
Employees
10
Clients
251
Accounts
576
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $145.6M | $145.6M | $0 | 10 | 0 |
| Jan 2025 | $289.6M | $289.6M | $0 | 18 | 258 |
| Dec 2024 | $289.6M | $289.6M | $0 | 18 | 258 |
| Aug 2024 | $289.6M | $289.6M | $0 | 18 | 258 |
| Jul 2024 | $279.6M | $279.6M | $0 | 18 | 258 |
| Mar 2024 | $279.6M | $279.6M | $0 | 18 | 258 |
| Dec 2023 | $101.6M | $98.5M | $3.1M | 13 | 0 |
| Sep 2023 | $101.6M | $98.5M | $3.1M | 13 | 0 |
| Sep 2023 | $101.6M | $98.5M | $3.1M | 12 | 0 |
| Sep 2023 | $101.6M | $98.5M | $3.1M | 12 | 0 |
| Sep 2023 | $101.6M | $98.5M | $3.1M | 11 | 0 |
| Sep 2023 | $101.6M | $98.5M | $3.1M | 11 | 0 |
| Aug 2023 | $101.6M | $98.5M | $3.1M | 11 | 0 |
| Jul 2023 | $101.6M | $98.5M | $3.1M | 11 | 0 |
| Jun 2023 | $101.6M | $98.5M | $3.1M | 11 | 0 |
| Jun 2023 | $101.6M | $98.5M | $3.1M | 11 | 0 |
| Jun 2023 | $101.6M | $98.5M | $3.1M | 11 | 0 |
DateMar 2025
Total AUM$145.6M
Discretionary$145.6M
Non-Disc.$0
Employees10
Clients0
DateJan 2025
Total AUM$289.6M
Discretionary$289.6M
Non-Disc.$0
Employees18
Clients258
DateDec 2024
Total AUM$289.6M
Discretionary$289.6M
Non-Disc.$0
Employees18
Clients258
DateAug 2024
Total AUM$289.6M
Discretionary$289.6M
Non-Disc.$0
Employees18
Clients258
DateJul 2024
Total AUM$279.6M
Discretionary$279.6M
Non-Disc.$0
Employees18
Clients258
DateMar 2024
Total AUM$279.6M
Discretionary$279.6M
Non-Disc.$0
Employees18
Clients258
DateDec 2023
Total AUM$101.6M
Discretionary$98.5M
Non-Disc.$3.1M
Employees13
Clients0
DateSep 2023
Total AUM$101.6M
Discretionary$98.5M
Non-Disc.$3.1M
Employees13
Clients0
DateSep 2023
Total AUM$101.6M
Discretionary$98.5M
Non-Disc.$3.1M
Employees12
Clients0
DateSep 2023
Total AUM$101.6M
Discretionary$98.5M
Non-Disc.$3.1M
Employees12
Clients0
DateSep 2023
Total AUM$101.6M
Discretionary$98.5M
Non-Disc.$3.1M
Employees11
Clients0
DateSep 2023
Total AUM$101.6M
Discretionary$98.5M
Non-Disc.$3.1M
Employees11
Clients0
DateAug 2023
Total AUM$101.6M
Discretionary$98.5M
Non-Disc.$3.1M
Employees11
Clients0
DateJul 2023
Total AUM$101.6M
Discretionary$98.5M
Non-Disc.$3.1M
Employees11
Clients0
DateJun 2023
Total AUM$101.6M
Discretionary$98.5M
Non-Disc.$3.1M
Employees11
Clients0
DateJun 2023
Total AUM$101.6M
Discretionary$98.5M
Non-Disc.$3.1M
Employees11
Clients0
DateJun 2023
Total AUM$101.6M
Discretionary$98.5M
Non-Disc.$3.1M
Employees11
Clients0