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Wellington Wealth Strategies, LLC. Info

Wellington Wealth Strategies, LLC. info

Wellington Wealth Strategies, LLC. (SEC CIK 2007383) first filed with the SEC on 2024-02-14 (Form 13F-HR) and has filed 7 times since, including 6 Form 13F-HR quarterly holdings reports. It is organized in IN and registered at 9000 KEYSTONE CROSSING, SUITE 400, INDIANAPOLIS, IN, 46240.

  • Name: Value Wellington Wealth Strategies, LLC..
  • SEC CIK: Value 2007383.
  • State of organization: Value IN.
  • Business address: Value 9000 KEYSTONE CROSSING, SUITE 400, INDIANAPOLIS, IN, 46240.

No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.

Firm

FieldValue
NameWellington Wealth Strategies, LLC.
SEC CIK2007383
State of organizationIN
Business address9000 KEYSTONE CROSSING, SUITE 400, INDIANAPOLIS, IN, 46240
Mailing address9000 KEYSTONE CROSSING, SUITE 400, INDIANAPOLIS, IN, 46240
Phone3178465055
Fiscal year endDecember 31
Former namesNone filed

SEC Filing History

FieldValue
First SEC filing2024-02-14 (Form 13F-HR)
Latest SEC filing2025-02-14 (Form 13F-HR)
Filings on EDGAR7
First Form 13F-HR2024-02-14 (quarter ended 2020-12-31)
Latest Form 13F-HR2025-02-14 (quarter ended 2024-12-31)
Form 13F-HR filings6

Filings by Form

FormFilingsLatest
13F-HR62025-02-14
N-PX12024-07-12

Filings by Year

YearFilingsForm 13F-HR
202511
202465

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