Key facts
- WELLINGTON INVESTMENT ADVISORS is a other based in BLOOMINGTON, IN.
- WELLINGTON INVESTMENT ADVISORS reports $379K in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 283853- Regulatory AUM
- $379K
- Private fund assets
- —
- Private funds
- —
- Staff
- 10
- Registered office
- BLOOMINGTON, IN
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as BULLOCK WEALTH MANAGEMENT GROUP INC.).
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Portfolio
Portfolio — not yet on record
No portfolio companies for WELLINGTON INVESTMENT ADVISORS are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is WELLINGTON INVESTMENT ADVISORS's AUM?
- WELLINGTON INVESTMENT ADVISORS manages approximately $379K in assets.