BULLOCK WEALTH MANAGEMENT GROUP INC.
Legal name: WELLINGTON INVESTMENT ADVISORS
CRD #283853 SEC #801-121578 BLOOMINGTON, IN 812-333-0874
SEC Registered
Total AUM
$233.4M
Discretionary
$233.4M
Employees
7
Clients
251
Accounts
984
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $233.4M | $233.4M | $0 | 7 | 0 |
| Mar 2025 | $233.4M | $233.4M | $0 | 7 | 0 |
| Dec 2024 | $187M | $187M | $0 | 7 | 0 |
| Mar 2024 | $187M | $187M | $0 | 7 | 0 |
| Mar 2023 | $148.2M | $148.2M | $0 | 7 | 0 |
| Mar 2022 | $158.3M | $158.3M | $0 | 6 | 0 |
| Jun 2021 | $120.9M | $120.9M | $0 | 6 | 0 |
| Jun 2021 | $120.9M | $120.9M | $0 | 6 | 0 |
| May 2021 | $120.9M | $120.9M | $0 | 6 | 0 |
DateMar 2025
Total AUM$233.4M
Discretionary$233.4M
Non-Disc.$0
Employees7
Clients0
DateMar 2025
Total AUM$233.4M
Discretionary$233.4M
Non-Disc.$0
Employees7
Clients0
DateDec 2024
Total AUM$187M
Discretionary$187M
Non-Disc.$0
Employees7
Clients0
DateMar 2024
Total AUM$187M
Discretionary$187M
Non-Disc.$0
Employees7
Clients0
DateMar 2023
Total AUM$148.2M
Discretionary$148.2M
Non-Disc.$0
Employees7
Clients0
DateMar 2022
Total AUM$158.3M
Discretionary$158.3M
Non-Disc.$0
Employees6
Clients0
DateJun 2021
Total AUM$120.9M
Discretionary$120.9M
Non-Disc.$0
Employees6
Clients0
DateJun 2021
Total AUM$120.9M
Discretionary$120.9M
Non-Disc.$0
Employees6
Clients0
DateMay 2021
Total AUM$120.9M
Discretionary$120.9M
Non-Disc.$0
Employees6
Clients0