Wellington Investment Advisors

Firm record

As recorded in SEC IAPD

Firm CRD

283853

SEC number

801-121578

Firm type

RIA

Assets under management

$261.4M as of Mar 24, 2026

Website

www.wellingtoninvestmentadvisors.com ↗

Phone

812-333-0874

Address

121 E. 6th Street, Bloomington, IN, 47408

Advisors at this firm

9 in our index · page 1 of 1

• Harry Walter BoeschCRD 1339329 · Richland, MI
  IA RegisteredRegistration inactive
• Katrina BullockCRD 7485248 · Bloomington, IN
  IA Registered
• Paul Elliott BullockCRD 1966948 · Bloomington, IN
  IA RegisteredBroker
• Shawn Christopher ForceCRD 2187042 · Bloomington, IN
  IA RegisteredRegistration inactive
• Josiah Warren FornelliCRD 7982331 · Bloomington, IN
  IA Registered
• Matthew Slade KrugmanCRD 7430644 · Indianapolis, IN
  IA RegisteredBroker
• Benjamin Michael PogorelcCRD 8151303 · Bloomington, IN
  IA Registered
• Douglas Alan UmmelCRD 3052458 · Bloomington, IN
  IA RegisteredBroker
• Nathan UmmelCRD 8238016 · Bloomington, IN
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.