DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Anthony J Bonanno

The Wellington Grp LLCindependent RIAIndianapolis, InIA-onlyIAPD 1534308
Feed of 09/14/2026
Also filed as Anthony Joseph Bonanno
At current firm
1 y
since Oct 30, 2024
In the industry
40 y
since Aug 20, 1986 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
3
dated events on this person
Professional profile
what the firm itself publishes, with the page it was read from
Title
Founder and Managing Partnerreportedthewellingtongroupllc.comfirm site, Sep 15, 2026
Founder
“As Founder and Managing Partner, Tony leads the The Wellington Group team in making clients’ financial dreams a reality.”reportedthewellingtongroupllc.comthe sentence on the bio page
Partner or owner
“Founder and Managing Partner”reportedthewellingtongroupllc.comthe sentence on the bio page
Years, as the firm states
40reportedthewellingtongroupllc.com“With 40 years of experience in the financial services industry, Tony holds a B.”
Business email
tbonanno@twg-llc.comreportedthewellingtongroupllc.comfirm site, Sep 15, 2026
Direct business phone
317-846-5055reportedthewellingtongroupllc.comfirm site, Sep 15, 2026
Professional profile
thewellingtongroupllc.com/team-member/tony-bonannoreportedthewellingtongroupllc.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history
IAPD current and previous registrations
Moves
a registration end followed by a registration begin elsewhere
Signals
  • Anthony J Bonanno no longer registered at Wellington Wealth Strategies, Llc; no later IA registration on IAPD
    Dec 31, 2025 · Advisor departure · fact
  • Anthony J Bonanno left Wellington Wealth Strategies, Llc for The Wellington Grp Llc (registered 2024-10-30)
    Dec 31, 2024 · Advisor changed firm · fact
  • Anthony J Bonanno left Park Avenue Securities Llc for Wellington Wealth Strategies, Llc (registered 2023-09-01)
    Sep 11, 2023 · Advisor changed firm · fact
Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance
Source
IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class
Independent wealth managerderived
Years in industry
40derivedfrom the earliest dated exam, employment or registration
Not published
disclosure flags, outside business text, branch street address