RIA Intel›Advisers›Indiana›BULLOCK WEALTH MANAGEMENT GROUP INC.

BULLOCK WEALTH MANAGEMENT GROUP INC.

Advisory

N·BLOOMINGTON, IN

Data as of Mar 24, 2026 · Source: SEC Form ADV

Total AUM
$261M
1-Year AUM Growth
+24.8%
3-Year CAGR
+13.7%
Employees
9
Assets Under Management
Total AUM$261M
Discretionary AUM$261M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients380
Team
Total Employees9
Investment Advisers10
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record8
First FilingMay 24, 2021
Latest FilingMar 24, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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