{"url":"https://nivawealth.com/firms/the-wellington-grp-332803","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/332803","regulatoryAum":473645985,"crd":"332803","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5062888","suffix":null,"lastName":"BALES","firstName":"TIMOTHY","middleName":"DANA"},{"crd":"1534308","suffix":null,"lastName":"BONANNO","firstName":"ANTHONY","middleName":"J"},{"crd":"3064356","suffix":null,"lastName":"CATES","firstName":"THOMAS","middleName":"L"},{"crd":"2790895","suffix":null,"lastName":"CORNELL","firstName":"ANDREW","middleName":"JAMES"},{"crd":"6865713","suffix":null,"lastName":"DYKSTRA","firstName":"PATRICK","middleName":"HAGAN"},{"crd":"4201700","suffix":null,"lastName":"MILLER","firstName":"NATHANIEL","middleName":"JOHN"},{"crd":"6440839","suffix":null,"lastName":"MORITZ","firstName":"MAXWELL","middleName":"T"},{"crd":"7162548","suffix":null,"lastName":"PROKAI","firstName":"NICHOLAS","middleName":"BELA"},{"crd":"2466225","suffix":null,"lastName":"Zeyen","firstName":"Kevin","middleName":"Patrick"},{"crd":"7988020","suffix":null,"lastName":"Zipperle","firstName":"Chyathorn","middleName":"Scott"}],"total":10,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2025-07-31","regulatoryAum":136422525,"clients":109,"employees":10,"offices":1},{"filedOn":"2026-03-31","regulatoryAum":473645985,"clients":1516,"employees":10,"offices":2}],"secFileNumber":"801-131076","legalName":"The Wellington GRP LLC","displayName":"The Wellington GRP","slug":"the-wellington-grp-332803","website":"https://thewellingtongroupllc.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/thewellingtongroup/","founded":null,"organization":"Indiana limited liability company","fiscalYearEnd":"December","headquarters":{"street":"9000 Keystone Crossing, Suite 400","city":"Indianapolis","state":"IN","stateName":"Indiana","country":"United States","postalCode":"46240"},"tradeNames":["The Wellington Group"],"registration":{"secApproved":"6 September 2024","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":312431.3885224274,"staff":{"employees":10,"advisory":9,"brokerDealerReps":1,"insuranceAgents":10,"promoters":0},"aum":{"regulatory":473645985,"discretionary":473645985,"discretionaryAccounts":1516,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":1},"clientTypes":[{"label":"Individuals (other than HNW)","clients":1439,"regulatoryAum":179673428},{"label":"High-net-worth individuals","clients":77,"regulatoryAum":293972557}],"feePrograms":[{"role":"main","program":"Portfolio management fees","feeBasis":"ceiling","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1037531","versionId":1037531,"ratePeriod":"annual","fee_billing":"both","submittedOn":"2026-03-31","documentName":"TWG ADV PART 2A","fee_rate_low":null,"fee_rate_high":2,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Initial financial planning fee","summary":"Initial financial planning engagement fee of $250 to $10,000, negotiable and nonrefundable; 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They include 1,439 individual clients and 77 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does The Wellington GRP offer?","answer":"The Wellington GRP provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does The Wellington GRP charge?","answer":"The Wellington GRP charges up to 2.00% a year for its Portfolio management fees. The fee is billed in advance or in arrears and is negotiable.","source":"TWG ADV PART 2A, filed 31 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does The Wellington GRP use?","answer":"The Wellington GRP’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $474M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does The Wellington GRP have?","answer":"The Wellington GRP has 9 investment adviser representatives registered with state securities authorities, out of 10 employees, and 9 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 10 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does The Wellington GRP invest in?","answer":"At the end of its last fiscal year, The Wellington GRP’s separately managed accounts held 59% registered funds (mutual funds, ETFs, BDCs), 27% exchange-traded equities, 6% derivatives, 5% cash and equivalents, 1% state and local bonds, 1% investment grade corporate bonds and 1% pooled vehicles (private funds and similar). It advises 1 private fund.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns The Wellington GRP?","answer":"The Wellington GRP’s direct owners are Maxwell Moritz (5% to 10%), Anthony Bonanno (75% or more) and Thomas Cates (10% to 25%).","source":"Form ADV Part 1A, Schedules A and B, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does The Wellington GRP get paid?","answer":"The Wellington GRP is paid through a percentage of assets under management and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is The Wellington GRP registered with the SEC?","answer":"Yes, The Wellington GRP has been registered with the SEC as an investment adviser since 6 September 2024. Its CRD number is 332803 and its SEC file number is 801-131076.","source":"Form ADV Part 1A, Item 1, filed 31 March 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact The Wellington GRP?","answer":"The Wellington GRP’s main office is at 9000 Keystone Crossing, Suite 400, Indianapolis, IN 46240. Its phone number is 317-846-5055. 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