$1.3B Total AUM
$1.3B Disc. AUM
12.3% 3Y CAGR
17 Employees
337 ADV. Clients
19 yrs Firm Age
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- Custodian
- Broadridge · Charles Schwab & Company · Tiaa
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-02-2007
- Office Locations
- 1
Office Locations
8900 Keystone Crossing, Suite 1015 Indianapolis IN
About Wallington Asset Management
Wallington Asset Management is a Indianapolis-based RIA. The firm has been operating for 19 years. Managing $1.3B in total assets under management, with 8 advisory representatives. They custody assets with Broadridge and Charles Schwab & Company.
Team overview
43 AVG AGE
$164.7M AVG AUM / ADVISOR
$3.9M AVG AUM / CLIENT
9.8 yrs AVG TENURE
17 Employees
8 Advisory Reps
8 RIA Reps
19yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
TERENCE PAUL WEISS
Managing Member, President, Wealth Advisor
- CRD
- #1054788
- Ownership
- 50% but less than 75%
Available
Available
Available
JEFFREY GERMAINE DOWDEN
EXECUTIVE VICE PRESIDENT, Financial Advisor, General Partner
- CRD
- #1985678
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 3 owners & executives
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MICHAEL ANTHONY CHARLES
Financial Advisor, General Partner
- CRD
- #2085035
Available
Available
Available
DANIEL ROBERT KLEMKOSKY
Certified Financial Planner
- CRD
- #6546765
Available
Available
Available
Showing 2 of 9 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,314,739,714 | $1,415,220 |
| Non-Discretionary | $2,907,828 | $2,907,828 |
| Total | $1,317,647,542 | $1,416,825 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available Public Funds:
Available Cash:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 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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