T
CRD: 332803
THE Wellington GRP LLC
$473.6M Total AUM
$473.6M Disc. AUM
-- 3Y CAGR
10 Employees
1,517 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-06-2024
- Office Locations
- 2
Office Locations
2106 E 86th Street Indianapolis IN
9000 Keystone Crossing Suite 400 Indianapolis IN
About THE Wellington GRP LLC
THE Wellington GRP LLC is a Indianapolis-based RIA with 2 offices. The firm has been operating for 1 years. Managing $473.6M in total assets under management, with 9 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
48 AVG AGE
$52.6M AVG AUM / ADVISOR
$312.2K AVG AUM / CLIENT
1.4 yrs AVG TENURE
10 Employees
9 Advisory Reps
9 RIA Reps
1yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
CRM
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
A
ANTHONY J BONANNO
Managing Member
- CRD
- #1534308
- Ownership
- 75% or more
Available
Available
Available
THOMAS L CATES
President
- CRD
- #3064356
- Ownership
- 10% but less than 25%
Available
Available
Available
Showing 2 of 5 owners & executives
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T
TIMOTHY DANA BALES
--
- CRD
- #5062888
Available
Available
Available
ANDREW JAMES CORNELL
Wealth Strategy Advisor
- CRD
- #2790895
Available
Available
Available
Showing 2 of 11 contacts
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $473,645,985 | $312,431 |
| Non-Discretionary | $0 | -- |
| Total | $473,645,985 | $312,431 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Derivatives:
Available Cash:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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