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WALLINGTON ASSET MANAGEMENT

INDIANAPOLIS, IN · CRD 143360 · IAPD ↗ · wallington.com · 317-575-8670

$1.32BRegulatory AUM
8Advisory reps
17Employees
0Clients
26-50Planning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

30
April 2026 — WALLINGTON ASSET MANAGEMENT changed its website from wallingtonasset.com to wallington.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
47
March 2026 — WALLINGTON ASSET MANAGEMENT notice-filed in MD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
August 2025 — WALLINGTON ASSET MANAGEMENT notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
April 2024 — WALLINGTON ASSET MANAGEMENT crossed $1B in regulatory AUM ($929.9M -> $1.05B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.