Ouellette Wealth Advisory LLC
● SEC registered since 2021CRD 289242SEC# 801-120970Lexington, MA
Reg. AUM
$274.4M
Employees
7
Accounts
763
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 $274.4 million in regulatory assets under management and employs 7 people.
Ouellette Wealth Advisory LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Thomas Joseph Ouellette Control | Managing Member And Cco | Over 75% | 2017 |
Frequently asked questions
How much does Ouellette Wealth Advisory LLC manage?
Ouellette Wealth Advisory LLC reports $274.4 million in regulatory assets under management on its Form ADV.
How many employees does Ouellette Wealth Advisory LLC have?
Ouellette Wealth Advisory LLC reports 7 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
| Address | 35 Bedford St, Suite 16, Lexington, MA 02420 |
| Phone | 781-861-0766 |
| Fax | 781-862-5300 |
| Office hours | 8 - 5 |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$274.4M▲ 24%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 65%
Larger than 35% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$274.4Mregulatory AUM
Discretionary $0Non-discretionary $274.4M