OUELLETTE WEALTH ADVISORY LLC

LEXINGTON, Massachusetts·1 registered advisor·CRD# 289242
SEC# 801-1209700781-861-0766
01

Firm Overview

AUM
$179M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at OUELLETTE WEALTH ADVISORY LLC

1 registered advisor
Thomas Joseph Ouellette
LEXINGTON, Massachusetts
05

Office Locations

LEXINGTON, Massachusetts
1 advisor

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Data sourced from SEC Form ADV filings. OUELLETTE WEALTH ADVISORY LLC (CRD# 289242) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.