WALLINGTON ASSET MANAGEMENT, LLC

CRD

143360

SEC file #

801-67613

EIN

208246027

DBA names

Wallington Asset Management

Economics

AUM

$1.32B

AUM band

$1B+

AUM trajectory

'20 · $676.0M

'21 · $811.9M

'22 · $909.0M

'23 · $1.03B

'25 · $1.15B

'26 · $1.32B

'20'26

$676.0M → $1.32B▲ +95%

sec adv history

Client mix

Individuals High Net Worth	197
Individuals Other	109
Pension Profit Sharing Plans	17
Charitable Organizations	12
Corporations	2

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 7 advisors

'21 · 6 advisors

'22 · 6 advisors

'23 · 7 advisors

'25 · 9 advisors

'26 · 8 advisors

'20'26

7 advisors → 8 advisors▲ +14%

sec adv history

Primary office

INDIANAPOLIS IN

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting

Fee basis

% of AUMHourly chargesFixed fees

Filings

Latest ADV filing

03/31/2026

ADV-W filed at

—

Website

wallington.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

WEISS, TERENCE, PAUL

Top Owner Pct

62.5

Top Owner Entity Kind

Owner Count

Control Persons

WEISS, TERENCE, PAUL

FAMILY TRUST OF TERENCE P. WEISS FOR THE

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

WALLINGTON.COM

Rdap Domain Creation Date

1999-02-04T05:00:00Z

Rdap Firm Age Years

Rdap Firm Age Band

20+y

Rdap Registrar

Domain-It!, Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

Yes

Form 5500 Plan Count

Form 5500 Total Compensation

144,978

Form 5500 Compensation Trajectory 3y

2025

144,978

Form 5500 Plan Count Trajectory 3y

2025

Schedule C Total Compensation

144,978

Schedule C Service Provider Rows

SEC EDGAR

Edgar Cik

0001426754

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2008-02-14

Edgar Last Filing Date

2026-04-22

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-04-22

Accession0001999371-26-008735

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	6
E*trade	4

adv brochure

Edgar Addresses

Mailing

8900 KEYSTONE CROSSINGSUITE 1015INDIANAPOLIS, IN 46240

Business

8900 KEYSTONE CROSSINGSUITE 1015INDIANAPOLIS, IN 46240

Edgar EIN

208246027

Edgar Recent Filings

13F-HR2026-04-22 · 0001999371-26-008735

13F-HR2026-01-14 · 0001999371-26-000873

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2028-02-04T05:00:00Z

Rdap Domain Last Changed

2022-07-17T22:09:13Z

Rdap Nameservers

Ns1.domainit.comNs2.domainit.com

Rdap Secure Dns Enabled

Rdap Status

Client Transfer Prohibited

Top Owner CRD

1054788

Trust Company Affiliate