SourcingSourcing

BULLOCK WEALTH MANAGEMENT GROUP INC.

C43
CRD 283853·SEC 801-121578·BLOOMINGTON, IN
AUM
$261.4M
$100M-$500M
Est. Revenue
$2.6M
@ 1% on AUM
Est. EBITDA
$784K
@ 30% margin
Est. Deal Value
$6.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BULLOCK WEALTH MANAGEMENT GROUP INC.
CRD
283853
SEC file #
801-121578
EIN
—
DBA names
Wellington Investment Advisors

Economics

AUM
$261.4M
AUM band
$100M-$500M
AUM trajectory
'22'26
$120.9M → $261.4M▲ +116%
Client mix
Individuals Other321
Individuals High Net Worth65

Operations

Employees (total)
10
Advisory staff (per ADV)
9
Advisory staff (5-yr trend)
'22'26
5 advisors → 9 advisors▲ +80%
Primary office
BLOOMINGTON IN
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/24/2026
ADV-W filed at
—
Website
wellingtoninvestmentadvisors.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BULLOCK, PAUL, ELLIOTT
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
BULLOCK, PAUL, ELLIOTT
BULLOCK, KATRINA
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
WELLINGTONINVESTMENTADVISORS.COM
Rdap Domain Creation Date
2016-06-08T20:58:52Z
Rdap Firm Age Years
10
Rdap Firm Age Band
10-20y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2316
Soi Zip Pct 200k Plus
0.0736
Soi Zip Returns 200k Plus
550
Soi Zip Total AGI
595,687
Fdic Zip Total Deposits
6,846,401,000
Fdic Zip Branch Count
108
Fdic Zip Top Banks
Old National Bank
Monroe Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
3
Bc Firm Active IA Count
8
Bc Firm IAR Count
8
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fdic Zip Branches Raw
Workingmens/Onb BankBloomington, IN
ONB Bloomington, FSBBloomington, IN
Fdic Zip HHI
4296.07
Fdic Zip Top Bank Share Pct
60.54
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-06-08T20:58:52Z
Rdap Domain Last Changed
2026-05-12T19:17:20Z
Rdap Nameservers
Alina.ns.cloudflare.comPlato.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Active
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI29,331
Returns2,460
Stub 2
AGI64,282
Returns1,770
Stub 3
AGI54,496
Returns890
Soi Zip Total Business Income
17,440
Soi Zip Total Cap Gains
33,769
Soi Zip Total Dividends
19,625
Soi Zip Total Returns
7,470
Top Owner CRD
1966948
Trust Company Affiliate
No

People (8)

8
BULLOCK, PAUL, ELLIOTT
IAR · Direct Owner · 87.5%
1966948
BULLOCK, KATRINA
IAR · Executive Officer · 2.5%
7485248
SHAWN CHRISTOPHER FORCE
IAR
2187042
HARRY WALTER BOESCH
IAR
1339329
Josiah Warren Fornelli
IAR
7982331
DOUGLAS ALAN UMMEL
IAR
3052458
Benjamin Michael Pogorelc
IAR
8151303
Matthew Slade Krugman
IAR
7430644