OUELLETTE WEALTH ADVISORY LLC

35 Bedford St
Suite 16
Lexington, Massachusetts 02420
Tel: 781-861-0766

About OUELLETTE WEALTH ADVISORY LLC

OUELLETTE WEALTH ADVISORY LLC, formally registered with the SEC as OUELLETTE WEALTH ADVISORY LLC. The firm was established in 04/29/2021. They have over 1 offices throughout the country.

OUELLETTE WEALTH ADVISORY LLC is a Lexington, Massachusetts based Financial Planning firm with nearly $220,716,612 assets under management, offering retirement planning & investment advisory services to 714 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	289242
SEC#	801-120970
Assets Managed by Firm	$220,716,612
No. of Clients	714
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	714	$220,716,612
Individuals (other than high net worth individuals)	115	$37,712,151
High net worth individuals	88	$181,971,054
Charitable organizations	Fewer than 5 clients	$1,033,407

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