Wealth Manager
    SEC Registered
    Manages Private Funds

    Wallington Asset Management

    Registered investment advisor · Indianapolis, Indiana · CRD #143360

    Assets Under Management
    $1.3B
    Client Accounts
    930
    Employees
    17
    CRD Number
    143360
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Wallington Asset Management

    Wallington Asset Management is a boutique wealth management firm founded in 1988, specializing in customized investment portfolios for high-net-worth clients. It operates independently and focuses on financial security and peace of mind. The firm has a team of 11-50 employees.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Wallington Asset Management

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    Frequently Asked Questions

    What is Wallington Asset Management's AUM?

    Wallington Asset Management reports approximately $1.3B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Wallington Asset Management headquartered?

    Wallington Asset Management is headquartered in Indianapolis, Indiana.

    What is Wallington Asset Management's CRD number?

    Wallington Asset Management's CRD number is 143360. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Wallington Asset Management manage?

    Wallington Asset Management manages approximately 930 client accounts according to its latest SEC filing.

    Is Wallington Asset Management SEC registered?

    Yes, Wallington Asset Management is registered with the SEC as an investment adviser with an approved registration status.

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