The Wellington Grp LLC

Firm record

As recorded in SEC IAPD

Firm CRD

332803

SEC number

801-131076

Firm type

RIA

Assets under management

$473.6M as of Mar 31, 2026

Website

www.thewellingtongroupllc.com ↗

Phone

317-846-5055

Address

9000 Keystone Crossing, Indianapolis, IN, 46240

Advisors at this firm

10 in our index · page 1 of 1

• Timothy Dana BalesCRD 5062888 · Indianapolis, IN
  IA RegisteredRegistration inactive
• Anthony J BonannoCRD 1534308 · Indianapolis, IN
  IA RegisteredRegistration inactive
• Thomas L CatesCRD 3064356 · Indianapolis, IN
  IA RegisteredRegistration inactive
• Andrew James CornellCRD 2790895 · Indianapolis, IN
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Patrick Hagan DykstraCRD 6865713 · Indianapolis, IN
  IA RegisteredRegistration inactive
• Nathaniel John MillerCRD 4201700 · Indianapolis, IN
  IA RegisteredBroker
• Maxwell T MoritzCRD 6440839 · Indianapolis, IN
  IA RegisteredRegistration inactive
• Nicholas Bela ProkaiCRD 7162548 · Indianapolis, IN
  IA RegisteredRegistration inactive
• Kevin Patrick ZeyenCRD 2466225 · Indianapolis, IN
  IA RegisteredRegistration inactive
• Chyathorn Scott ZipperleCRD 7988020 · Indianapolis, IN
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.