BULLOCK WEALTH MANAGEMENT GROUP INC.
Doing business as WELLINGTON INVESTMENT ADVISORS. SEC Form ADV profile.
Total regulatory AUM
$261,427,000
Discretionary
$261,427,000
Non-discretionary
$0
Firm details
- CRD number
- 283853
- SEC file number
- 801-121578
- Main office
- BLOOMINGTON, IN, United States
- Employees
- 10
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.