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Ouellette Wealth Advisory LLC

● SEC registered since 2021CRD 289242SEC# 801-120970Lexington, MA
Export (members)
Reg. AUM
$220.7M
Employees
5
Accounts
714
Location
Lexington, MA

Ouellette Wealth Advisory LLC assets under management

Ouellette Wealth Advisory LLC operates as an SEC-registered investment adviser based in Lexington, MA. The firm has been registered since 2021. It reports $220.7 million in regulatory assets under management and employs 5 people.
www.linkedin.com/in/ouellettethomasView on SEC.gov ↗

Ouellette Wealth Advisory LLC owners & executives

1 reported
NameTitleOwnershipSince
Thomas Joseph Ouellette ControlManaging Member And CcoOver 75%2017

Frequently asked questions

How much does Ouellette Wealth Advisory LLC manage?

Ouellette Wealth Advisory LLC reports $220.7 million in regulatory assets under management on its Form ADV.

How many employees does Ouellette Wealth Advisory LLC have?

Ouellette Wealth Advisory LLC reports 5 employees.

Where is Ouellette Wealth Advisory LLC located?

Ouellette Wealth Advisory LLC is based in Lexington, MA and has been SEC-registered since 2021.

Does Ouellette Wealth Advisory LLC disclose fund performance?

Ouellette Wealth Advisory LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address35 Bedford St, Suite 16, Lexington, MA 02420
Phone781-861-0766
Fax781-862-5300
Office hours5-Aug
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary—
Non-discretionary$220.7M
Total (RAUM)$220.7M