Bullock Wealth Management Group Inc.
- Regulatory AUM
- $261M
- Discretionary
- $261M
- Clients
- 386
- Avg AUM / client
- $677K
- Accounts
- 1,019
- Employees
- 10
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 321 | $112M | 43.0% |
| High net worth individuals | 65 | $149M | 56.8% |
| Charitable organizations | Fewer than 5 clients | $36.0K | 0.01% |
| Insurance companies | Fewer than 5 clients | $274K | 0.1% |
| Corporations and other businesses | Fewer than 5 clients | $78.0K | 0.03% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Paul Elliott Bullock | Ceo, President | Mar 2009 (17y) | 75% or more | |
| Katrina Bullock | Chief Compliance Officer | Jan 2022 (5y) | Less than 5% | |
| Douglas Alan Ummel | Registered representative | CFP | Aug 2016 (10y) | |
| Shawn Christopher Force | Registered representative | Aug 2016 (10y) | ||
| Harry Walter Boesch | Registered representative | Nov 2019 (7y) | ||
| Josiah Warren Fornelli | Registered representative | Aug 2025 (1y) | ||
| Benjamin Michael Pogorelc | Registered representative | Dec 2025 (1y) | ||
| Matthew Slade Krugman | Registered representative | CFP | Mar 2026 (0y) | |
| Nathan Ummel | Registered representative | May 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 939 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $251M (96% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 24, 2026.
View current Form ADV (SEC/IAPD) ↗