CRD: 283853
Wellington Investment Advisors
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-12-2016
- Office Locations
- 3
Office Locations
About Wellington Investment Advisors
Wellington Investment Advisors is an independent, fiduciary RIA serving individuals and families with personalized investment advice. The team focuses on retirement planning, tax-aware income strategies, and tax/estate planning coordination alongside ongoing investment management. Portfolios are customized to risk tolerance and goals, often emphasizing individual stocks (and ETFs/public funds) to help reduce costs versus high-fee mutual funds; custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
PAUL ELLIOTT BULLOCK
Advisor, Chief Executive Officer, Financial Advisor, General Partner, President
- CRD
- #1966948
- Ownership
- 75% or more
KATRINA BULLOCK
Chief Compliance Officer
- CRD
- #7485248
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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HARRY WALTER BOESCH
Financial Advisor
- CRD
- #1339329
SHAWN CHRISTOPHER FORCE
Financial Advisor
- CRD
- #2187042
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $261,427,000 | $256,553 |
| Non-Discretionary | $0 | -- |
| Total | $261,427,000 | $256,553 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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