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Wellington Investment Advisors Employee Directory

Financial ServicesIndiana, United States11-50 Employees

Wellington Investment Advisors has about 11 employees, all of them in North America. Banking and Business make up over half of the profiles with a known department. Wellington Investment Advisors's workforce spans 4 departments. Wellington Investment Advisors's workforce grew 200% between January 2026 and November 2026.

Find Wellington Investment Advisors employees' phone numbers or email addresses

Wellington Investment Advisors Global Highlights

Location
Employees

North America
7

Minus sign iconPlus sign icon
  • United States Of America
    7

Wellington Investment Advisors's Leadership

  • Chief Executive Officer at Wellington Investment Advisors
    P. B.
    Chief Executive Officer
    Mobile Phone
  • Chief Compliance Officer at Wellington Investment Advisors
    K. B.
    Chief Compliance Officer
    Mobile Phone
  • Cfp®, Senior Financial Advisor at Wellington Investment Advisors
    D. U.
    Cfp®, Senior Financial Advisor
    Mobile Phone
  • Financial Advisor at Wellington Investment Advisors
    T. B.
    Financial Advisor
    Mobile Phone

Wellington Investment Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Legal
  • Other
  • Community & Social Services

Banking is the largest department at 67% of profiles with a known department, up from 33% in January 2026, followed by Business (11%, down from 33%) and Community & Social Services (11%, up from 0%).

Contact profiles from Wellington Investment Advisors

Name
Title
Contact
Location
Last Update
  • Chief Compliance Officer at Wellington Investment Advisors
    K. B.
    Chief Compliance Officer
    Mobile Phone
    United States, Indiana
    Oct 22, 2024
  • Chief Executive Officer at Wellington Investment Advisors
    P. B.
    Chief Executive Officer
    Mobile Phone
    United States, Indiana
    Feb 20, 2025
  • Cfp®, Senior Financial Advisor at Wellington Investment Advisors
    D. U.
    Cfp®, Senior Financial Advisor
    Mobile Phone
    United States, Indiana
    Jun 04, 2025
  • Financial Advisor at Wellington Investment Advisors
    T. B.
    Financial Advisor
    Mobile Phone
    United States, Indiana
    May 16, 2025

Frequently Asked Questions

What are the largest departments at Wellington Investment Advisors?

Minus sign iconPlus sign iconBanking is the largest department at 67% of profiles with a known department, up from 33% in January 2026, followed by Business (11%, down from 33%) and Community & Social Services (11%, up from 0%). Wellington Investment Advisors's workforce spans 4 departments.

How has Wellington Investment Advisors's workforce changed over the past year?

Minus sign iconPlus sign iconWellington Investment Advisors's workforce grew 200% between January 2026 and November 2026. Banking's share of profiles with a known department rose from 33% to 67%.

How many employees does Wellington Investment Advisors have currently?

Minus sign iconPlus sign iconWellington Investment Advisors has approximately 11 employees as of November 2026. These team members are located across 1 continents, including North America.

Who are Wellington Investment Advisors's key employees and leadership?

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As of November 2026, Wellington Investment Advisors's key employees include:

  • Chief Executive Officer: P. B.
  • Chief Compliance Officer: K. B.
  • Cfp®, Senior Financial Advisor: D. U.
  • Financial Advisor: T. B.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

What is Wellington Investment Advisors's most common email format?

Minus sign iconPlus sign iconWellington Investment Advisors employees' email format typically follows the pattern of First@wellingtoninvestmentadvisors.com. Trying to find reliable and up-to-date employee contact data? Find more Wellington Investment Advisors email formats with LeadIQ.

What is Wellington Investment Advisors known for?

Minus sign iconPlus sign iconWellington Investment Advisors operates in the Financial Services industry. Explore Wellington Investment Advisors's company overview page for more information.

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