President/managing Member · Wallington Asset Management
Terence P. Weiss
CRD 1054788 · Named on Form ADV at one SEC-registered adviser
At a glance
Wallington Asset Management, an SEC-registered wealth manager based in Indianapolis, IN with $1.3 billion in regulatory assets, lists Terence P. Weiss on its Form ADV as President/managing Member, a control person.
Firms and roles
- Wallington Asset ManagementPresident/managing MemberWealth manager · Indianapolis, IN · $1.3B in regulatory assets
AtlasMembers
Terence’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Jeffrey G. DowdenExecutive Vice President, Wallington Asset Management
- John C. SwhearChief Compliance Officer, Wallington Asset Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Terence’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.