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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Indiana
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 25, 2025
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BRAY, EMILY, LILLIAN | I | CHIEF COMPLIANCE OFFICER AND OPERATIONS/ADMINISTRATIVE MANAGER | NA | Control |
| BRAY, EMILY, LILLIAN | I | CHIEF COMPLIANCE OFFICER AND OPERATIONS/ADMINISTRATIVE MANAGER | NA | Control |
| BRAY, EMILY, LILLIAN | I | CHIEF COMPLIANCE OFFICER AND OPERATIONS/ADMINISTRATIVE MANAGER | NA | Control |
| BULLOCK, KATRINA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BULLOCK, KATRINA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BULLOCK, KATRINA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BULLOCK, KATRINA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BULLOCK, KATRINA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BULLOCK, KATRINA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BULLOCK, PAUL, ELLIOTT | I | CEO, PRESIDENT | E | Control |
| BULLOCK, PAUL, ELLIOTT | I | CEO, PRESIDENT | E | Control |
| BULLOCK, PAUL, ELLIOTT | I | CEO, PRESIDENT | E | Control |
| BULLOCK, PAUL, ELLIOTT | I | CEO, PRESIDENT | E | Control |
| BULLOCK, PAUL, ELLIOTT | I | CEO, PRESIDENT | E | Control |
| BULLOCK, PAUL, ELLIOTT | I | CEO, PRESIDENT | E | Control |
| BULLOCK, PAUL, ELLIOTT | I | CEO, PRESIDENT | E | Control |
| BULLOCK, PAUL, ELLIOTT | I | CEO, PRESIDENT | E | Control |
| BULLOCK, PAUL, ELLIOTT | I | CEO, PRESIDENT | E | Control |
Registrations
Federal
IA
Mar 25, 2025 REGISTERED
Notice Filings (8)
AZ FL IN MI OH SC TN TX
Address
121 E. 6TH STREETSUITE 2
BLOOMINGTON, IN 47408
United States
Phone: 812-333-0874