Wallington Asset Management, Llc
- Regulatory AUM
- $1.3B
- Discretionary
- $1.3B
- Clients
- 337
- Avg AUM / client
- $3.9M
- Accounts
- 930
- Employees
- 17
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 109 | $46.8M | 3.55% |
| High net worth individuals | 197 | $1.1B | 82.2% |
| Pension and profit sharing plans | 17 | $155M | 11.8% |
| Charitable organizations | 12 | $20.5M | 1.56% |
| Corporations and other businesses | 2 | $11.5M | 0.88% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Unity Healthcare 401(k) Profit Sharing Plan Unity Healthcare, Llc | 2024 | |
| Eye Surgeons Of Indiana, P. C. 401(k) Profit Sharing Plan Eye Surgeons Of Indiana, P.C. | 2024 | |
| Iu Health 401(k) Savings Plan Indiana University Health Inc. | 2024 |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Terence Paul Weiss | President/Managing Member | Feb 2007 (20y) | 75% or more | |
| Jeffrey Germaine Dowden | Executive Vice President | CFA | Mar 2007 (19y) | Less than 5% |
| Swhear, John, Carl | Chief Compliance Officer | Oct 2019 (7y) | Less than 5% | |
| Michael Anthony Charles | Registered representative | CFP | Nov 2012 (14y) | |
| Daniel Robert Klemkosky | Registered representative | CFP CFA | Aug 2015 (11y) | |
| Christopher Patrick Weiss | Registered representative | CFP | Mar 2016 (10y) | |
| Samuel Oliphant | Registered representative | CFP CFA | Aug 2021 (5y) | |
| Alan Kovalsky | Registered representative | Oct 2024 (2y) | ||
| Bryce Luedtke | Registered representative | Jan 2026 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Unity Healthcare 401(k) Profit Sharing Plan | Unity Healthcare, Llc | 347 | $96.8M | 01/01/2024 |
| Eye Surgeons Of Indiana, P. C. 401(k) Profit Sharing Plan | Eye Surgeons Of Indiana, P.C. | 209 | $16.6M | 01/01/2024 |
| Iu Health 401(k) Savings Plan | Indiana University Health Inc. | 40,158 | $4.5B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 904 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $1.2B (94% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗