WELLINGTON INVESTMENT ADVISORS

Legal name: BULLOCK WEALTH MANAGEMENT GROUP INC.

CRD 283853File 801-121578

APPROVED

Retail clients

Custody

Filing as of Mar 24, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$261.4M

Below cohort median (national)

Discretionary AUM

$261.4M

Clients

386

1,019 accounts

Employees

Below cohort median in IN

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: CHRO
Registration date: Jun 23, 2021
Principal office: 121 E. 6TH STREET, SUITE 2, BLOOMINGTON, IN, 47408
Phone: 812-333-0874
Website: HTTP://WWW.WELLINGTONINVESTMENTADVISORS.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $261.4M
Discretionary AUM: $261.4M
Non-discretionary AUM: $0
Discretionary accounts: 1,019
Non-discretionary accounts: 0
Total accounts: 1,019
AUM per client: $677K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$78K
Insurance companies	Fewer than 5	$274K
Charitable organizations	Fewer than 5	$36K
High net worth individuals	65	$148.5M
Individuals (other than high net worth individuals)	321	$112.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.