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WELLINGTON INVESTMENT ADVISORS
BULLOCK WEALTH MANAGEMENT GROUP INC.
CRD 283853 · SEC 801-121578
121 E. 6TH STREET, SUITE 2, BLOOMINGTON, IN, 47408, United States
Phone
812-333-0874
Fax
812-245-0694
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$261.4M
Discretionary AUM
$261.4M
Team
10 total employees; 9 advisory reps; 1 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 321 | $112.5M |
| High net worth individuals | 65 | $148.5M |
States served
AZ, IN, MI, OH, SC, TN, TX
All web addresses on file
Official SEC filing: View on IAPD