|
⚲
|
| The Wellington GRP LLC
✚
|
|
|---|---|
| CRD # | 332803 |
| SEC # | 801-131076 |
| CIK # | |
| AUM | $136.4 M (2025-07-31) |
| Employees | 10 (80% Investors, 10% Brokers) |
| Phone | 317-846-5055 |
| Address | 9000 Keystone Crossing Indianapolis, IN 46240 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 82 | 26.5 |
| (b) Individuals (high net worth individuals) | 27 | 109.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 239 | 136.4 |
| By Discretionary | ||
| Discretionary | 239 | 136.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 239 | 136.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 136.4 | |
| Total | 239 | 136.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
TCM Advisors LLC
✚
|
0.1 | |
|
Capitol Family Office Inc
✚
|
OR | 0.1 |
|
Forthright Partners LLC
✚
|
GA | 0.1 |
|
Johnson Dunn Capital Advisors Inc
✚
|
0.1 | |
|
Wynwood Capital LLC
✚
|
0.1 | |
|
Murphy & Mullick Capital Management Corp
✚
|
NY | 0.1 |
|
Waypoint Strategic Advisors LLC
✚
|
SC | 0.1 |
|
Michael J Porro & Co Financial Advisors Inc
✚
|
NJ | 0.1 |
|
Williams Garth Alan
✚
|
0.1 | |
|
PCG Asset Management LLC
✚
|
NJ | 0.1 |