WALLINGTON ASSET MANAGEMENT
SEC RegisteredWealth Management for Peace of Mind
About the firm
Wallington Asset Management is a boutique wealth management firm focused on customizing each client's personal investment portfolio to create a path to financial security and peace of mind. With a multigenerational history of success, the Wallington team builds portfolios in-house with a direct focus on each client's specific objectives. The firm has a three-decade history of successfully producing tax-efficient, lower volatility investment portfolios for high-net-worth clients and institutions.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Private Wealth Advisory & Planning, Private Investment Management, Institutional Investment & Advisory Services, and Qualified Retirement Plan Services.
Who they serve
High-net-worth investors, institutions, foundations, corporations, and qualified plans.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 109 | $47M |
| High Net Worth Individuals | 197 | $1.1B |
| Charitable Organizations | 17 | $155M |
| State/Municipal Entities | 12 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
8 advisors in the directory
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. WALLINGTON ASSET MANAGEMENT has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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