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Bullock Wealth Management Group Inc.

● SEC registered since 2021CRD 283853SEC# 801-121578Bloomington, IN
Export (members)
Reg. AUM
$233.4M
Employees
7
Accounts
984
Location
Bloomington, IN

Bullock Wealth Management Group Inc. assets under management

Bullock Wealth Management Group Inc. is an investment advisory firm registered with the SEC based in Bloomington, IN. The firm has been registered since 2021. It reports $233.4 million in regulatory assets under management and employs 7 people.
www.wellingtoninvestmentadvisors.comView on SEC.gov ↗

Bullock Wealth Management Group Inc. owners & executives

2 reported
NameTitleOwnershipSince
Katrina Bullock ControlChief Compliance OfficerUnder 5%2022
Paul Elliott Bullock ControlCeo, PresidentOver 75%2009

Frequently asked questions

How much does Bullock Wealth Management Group Inc. manage?

Bullock Wealth Management Group Inc. reports $233.4 million in regulatory assets under management on its Form ADV.

How many employees does Bullock Wealth Management Group Inc. have?

Bullock Wealth Management Group Inc. reports 7 employees.

Where is Bullock Wealth Management Group Inc. located?

Bullock Wealth Management Group Inc. is based in Bloomington, IN and has been SEC-registered since 2021.

Does Bullock Wealth Management Group Inc. disclose fund performance?

Bullock Wealth Management Group Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address121 E. 6th Street, Suite 2, Bloomington, IN 47408
Phone812-333-0874
Fax812-245-0694
Office hours9:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$233.4M
Non-discretionary$0
Total (RAUM)$233.4M