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| Happy Holidays!! thanks for using AUM13F!! |
| Wellington Wealth Strategies LLC
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| CRD # | 306298 |
| SEC # | 801-128328 |
| CIK # | 0002007383 |
| AUM | $145.6 M (2025-03-14) |
| Employees | 10 (80% Investors, 10% Brokers) |
| Phone | 317-789-8800 |
| Address | 9000 Keystone Crossing Indianapolis, IN 46240 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002007383 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Oracle Corp | 0.0 | ||
| Adobe Systems Inc | 0.0 | ||
| Autozone Inc | 0.0 | ||
| Costco Wholesale Corp /NEW | 0.0 | ||
| UnitedHealth Group Inc | 0.0 | ||
| Accenture PLC | 0.0 | ||
| Intercontinentalexchange Group Inc | 0.0 | ||
| Fiserv Inc | 0.0 | ||
| Hershey Co | 0.0 | ||
| Comcast Corp | 0.0 | ||
| Check Point Software Technologies Ltd | 0.0 | ||
| Intuit Inc | 0.0 | ||
| Automatic Data Processing Inc | 0.0 | ||
| Hansen Natural Corp | 0.0 | ||
| Colgate Palmolive Co | 0.0 | ||
| Factset Research Systems Inc | 0.0 | ||
| MSCI Inc | 0.0 | ||
| VISA Inc | 0.0 | ||
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| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| RE | WWS - Grove LLC | 2024-08-28 | 10.0 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 295 | 63.6 |
| (b) Individuals (high net worth individuals) | 23 | 82.0 |
| (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 | 576 | 145.6 |
| By Discretionary | ||
| Discretionary | 576 | 145.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 576 | 145.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 145.6 | |
| Total | 576 | 145.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002007383] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Portus Wealth Advisors LLC
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|
NC | 0.2 |
|
Harbor Ithaka WM LLC
✚
|
FL | 0.2 |
|
Golden K Wealth Management LLC
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|
CA | 0.2 |
|
BOON Capital Advisors LLC
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IL | 0.2 |
|
M2G Ventures LLC
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TX | 0.2 |
|
Emissary Wealth LLC
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|
NJ | 0.2 |
|
Olive Street Capital Partners LLC
✚
|
CA | 0.1 |
|
Freedom Family Office LLC
✚
|
0.1 | |
|
Lanier Asset Management LLC
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|
KY | 0.1 |
|
Steward Capital Management Inc
✚
|
MI | 0.1 |