Wellington Investment Advisors
Wellington Investment Advisors is an SEC-registered mass-market adviser in Bloomington, IN with $261.4M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Wellington Investment Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 283853, SEC 801-121578, data through 2026-03-24.
- AUM (assets under management / regulatory AUM)
- $261.4M (2026-03-24)
- Firm type
- Mass-Market Adviser
- Location
- Bloomington, IN
- Employees
- 10
- Clients
- 386
- CRD
- 283853
- Ownership
- BRAY, EMILY, LILLIAN; BULLOCK, PAUL, ELLIOTT; BULLOCK, KATRINA
How much AUM does Wellington Investment Advisors have?
Wellington Investment Advisors reported $261.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-24).
Who owns Wellington Investment Advisors?
Disclosed owners and executives of Wellington Investment Advisors include BRAY, EMILY, LILLIAN, BULLOCK, PAUL, ELLIOTT, BULLOCK, KATRINA. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.