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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Indiana
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 14, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Boester, Ryan | I | MEMBER | NA | |
| Boester, Ryan | I | MEMBER | NA | |
| Boester, Ryan | I | MEMBER | NA | |
| Boester, Ryan | I | MEMBER | NA | |
| Boester, Ryan | I | MEMBER | NA | |
| Boester, Ryan | I | MEMBER | NA | |
| Boester, Ryan | I | MEMBER | NA | |
| Boester, Ryan | I | MEMBER | NA | |
| Boester, Ryan | I | MEMBER | NA | |
| Boester, Ryan | I | MEMBER | NA | |
| Boester, Ryan | I | MEMBER | NA | |
| FREEMAN, GREGORY, THOMAS | I | MEMBER | NA | Control |
| FREEMAN, GREGORY, THOMAS | I | MEMBER | NA | Control |
| FREEMAN, GREGORY, THOMAS | I | MEMBER | NA | Control |
| FREEMAN, GREGORY, THOMAS | I | MEMBER | NA | Control |
| FREEMAN, GREGORY, THOMAS | I | MEMBER | NA | Control |
| FREEMAN, GREGORY, THOMAS | I | MEMBER | NA | Control |
| FREEMAN, GREGORY, THOMAS | I | MEMBER | NA | Control |
| HILLMAN, JOE, THOMAS | I | MEMBER | NA | Control |
| HILLMAN, JOE, THOMAS | I | MEMBER | NA | Control |
| HILLMAN, JOE, THOMAS | I | MEMBER | NA | Control |
| HILLMAN, JOE, THOMAS | I | MEMBER | NA | Control |
| HILLMAN, JOE, THOMAS | I | MEMBER | NA | Control |
| HILLMAN, JOE, THOMAS | I | MEMBER | NA | Control |
| HILLMAN, JOE, THOMAS | I | MEMBER | NA | Control |
| PAYNE, CHRISTOPHER, LEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| PAYNE, CHRISTOPHER, LEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| PAYNE, CHRISTOPHER, LEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| PAYNE, CHRISTOPHER, LEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| PAYNE, CHRISTOPHER, LEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| PAYNE, CHRISTOPHER, LEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| PAYNE, CHRISTOPHER, LEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| PAYNE, CHRISTOPHER, LEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| PAYNE, CHRISTOPHER, LEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| PAYNE, CHRISTOPHER, LEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| PAYNE, CHRISTOPHER, LEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| PAYNE, CHRISTOPHER, LEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| FREEMAN, GREGORY, THOMAS | I | CEO & PRESIDENT | D | Control |
| FREEMAN, GREGORY, THOMAS | I | CEO & PRESIDENT | D | Control |
| FREEMAN, GREGORY, THOMAS | I | CEO & PRESIDENT | D | Control |
| FREEMAN, GREGORY, THOMAS | I | CEO & PRESIDENT | D | Control |
| FREEMAN, GREGORY, THOMAS | I | CEO & PRESIDENT | D | Control |
| FREEMAN, GREGORY, THOMAS | I | CEO & PRESIDENT | D | Control |
| HILLMAN, JOE, THOMAS | I | CHIEF COMPLIANCE OFFICER / COO | D | Control |
| HILLMAN, JOE, THOMAS | I | COO | D | Control |
| HILLMAN, JOE, THOMAS | I | CHIEF COMPLIANCE OFFICER / COO | D | Control |
| HILLMAN, JOE, THOMAS | I | CHIEF COMPLIANCE OFFICER / COO | D | Control |
| HILLMAN, JOE, THOMAS | I | CHIEF COMPLIANCE OFFICER / COO | D | Control |
| HILLMAN, JOE, THOMAS | I | CHIEF COMPLIANCE OFFICER / COO | D | Control |
| BONANNO, ANTHONY, J | I | MEMBER | C | Control |
| BONANNO, ANTHONY, J | I | MEMBER | C | Control |
| BONANNO, ANTHONY, J | I | MEMBER | C | Control |
| BONANNO, ANTHONY, J | I | MEMBER | C | Control |
| BONANNO, ANTHONY, J | I | MEMBER | C | Control |
| BONANNO, ANTHONY, J | I | MEMBER | C | Control |
| BONANNO, ANTHONY, J | I | MEMBER | C | Control |
| BONANNO, ANTHONY, J | I | MEMBER | C | Control |
| BONANNO, ANTHONY, J | I | MEMBER | C | Control |
| BONANNO, ANTHONY, J | I | MEMBER | C | Control |
| BONANNO, ANTHONY, J | I | MEMBER | C | Control |
| FREEMAN FINANCIAL, LLC | DE | MEMBER | C | Control |
| FREEMAN FINANCIAL, LLC | DE | MEMBER | C | Control |
| FREEMAN FINANCIAL, LLC | DE | MEMBER | C | Control |
| FREEMAN FINANCIAL, LLC | DE | MEMBER | C | Control |
| FREEMAN FINANCIAL, LLC | DE | MEMBER | C | Control |
| FREEMAN FINANCIAL, LLC | DE | MEMBER | C | Control |
| FREEMAN FINANCIAL, LLC | DE | MEMBER | C | Control |
| FREEMAN FINANCIAL, LLC | DE | MEMBER | C | Control |
| FREEMAN FINANCIAL, LLC | DE | MEMBER | C | Control |
| FREEMAN FINANCIAL, LLC | DE | MEMBER | C | Control |
| FREEMAN FINANCIAL, LLC | DE | MEMBER | C | Control |
| CATES, THOMAS, L | I | MEMBER | B | Control |
| CATES, THOMAS, L | I | MEMBER | B | Control |
| CATES, THOMAS, L | I | MEMBER | B | Control |
| CATES, THOMAS, L | I | MEMBER | B | Control |
| CATES, THOMAS, L | I | MEMBER | B | Control |
| CATES, THOMAS, L | I | MEMBER | B | Control |
| CATES, THOMAS, L | I | MEMBER | B | Control |
| CATES, THOMAS, L | I | MEMBER | B | Control |
| CATES, THOMAS, L | I | MEMBER | B | Control |
| CATES, THOMAS, L | I | MEMBER | B | Control |
| CATES, THOMAS, L | I | MEMBER | B | Control |
| HILLMAN FINANCIAL, LLC | DE | MEMBER | B | Control |
| HILLMAN FINANCIAL, LLC | DE | MEMBER | B | Control |
| HILLMAN FINANCIAL, LLC | DE | MEMBER | B | Control |
| HILLMAN FINANCIAL, LLC | DE | MEMBER | B | Control |
| HILLMAN FINANCIAL, LLC | DE | MEMBER | B | Control |
| HILLMAN FINANCIAL, LLC | DE | MEMBER | B | Control |
| HILLMAN FINANCIAL, LLC | DE | MEMBER | B | Control |
| HILLMAN FINANCIAL, LLC | DE | MEMBER | B | Control |
| HILLMAN FINANCIAL, LLC | DE | MEMBER | B | Control |
| HILLMAN FINANCIAL, LLC | DE | MEMBER | B | Control |
| HILLMAN FINANCIAL, LLC | DE | MEMBER | B | Control |
| MORITZ, MAXWELL, T | I | MEMBER | A | Control |
| MORITZ, MAXWELL, T | I | MEMBER | A | Control |
| MORITZ, MAXWELL, T | I | MEMBER | A | Control |
| MORITZ, MAXWELL, T | I | MEMBER | A | Control |
| MORITZ, MAXWELL, T | I | MEMBER | A | Control |
| MORITZ, MAXWELL, T | I | MEMBER | A | Control |
| MORITZ, MAXWELL, T | I | MEMBER | A | Control |
| MORITZ, MAXWELL, T | I | MEMBER | A | Control |
| MORITZ, MAXWELL, T | I | MEMBER | A | Control |
| MORITZ, MAXWELL, T | I | MEMBER | A | Control |
| MORITZ, MAXWELL, T | I | MEMBER | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| FREEMAN, GREGORY, THOMAS | I | FREEMAN FINANCIAL, LLC | E | Control |
| FREEMAN, GREGORY, THOMAS | I | FREEMAN FINANCIAL, LLC | E | Control |
| FREEMAN, GREGORY, THOMAS | I | FREEMAN FINANCIAL, LLC | E | Control |
| FREEMAN, GREGORY, THOMAS | I | FREEMAN FINANCIAL, LLC | E | Control |
| FREEMAN, GREGORY, THOMAS | I | FREEMAN FINANCIAL, LLC | E | Control |
| FREEMAN, GREGORY, THOMAS | I | FREEMAN FINANCIAL, LLC | E | Control |
| FREEMAN, GREGORY, THOMAS | I | FREEMAN FINANCIAL, LLC | E | Control |
| FREEMAN, GREGORY, THOMAS | I | FREEMAN FINANCIAL, LLC | E | Control |
| FREEMAN, GREGORY, THOMAS | I | FREEMAN FINANCIAL, LLC | E | Control |
| HILLMAN, JOE, THOMAS | I | HILLMAN FINANCIAL, LLC | E | Control |
| HILLMAN, JOE, THOMAS | I | HILLMAN FINANCIAL, LLC | E | Control |
| HILLMAN, JOE, THOMAS | I | HILLMAN FINANCIAL, LLC | E | Control |
| HILLMAN, JOE, THOMAS | I | HILLMAN FINANCIAL, LLC | E | Control |
| HILLMAN, JOE, THOMAS | I | HILLMAN FINANCIAL, LLC | E | Control |
| HILLMAN, JOE, THOMAS | I | HILLMAN FINANCIAL, LLC | E | Control |
| HILLMAN, JOE, THOMAS | I | HILLMAN FINANCIAL, LLC | E | Control |
| HILLMAN, JOE, THOMAS | I | HILLMAN FINANCIAL, LLC | E | Control |
| HILLMAN, JOE, THOMAS | I | HILLMAN FINANCIAL, LLC | E | Control |
Registrations
Federal
IA
Mar 14, 2025 REGISTERED
Notice Filings (6)
CA IL IN LA MI TX
Address
9000 KEYSTONE CROSSINGSUITE 400
INDIANAPOLIS, IN 46240
United States
Phone: 317-789-8800