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OUELLETTE WEALTH ADVISORY LLC

CRD 289242 · SEC 801-120970

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35 BEDFORD ST, SUITE 16, LEXINGTON, MA, 02420, United States

Phone

781-861-0766

Fax

781-862-5300

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$274.4M

Discretionary AUM

$0

Team

7 total employees; 2 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-12

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals115$40.7M
High net worth individuals98$231.7M

States served

CA, ME, MA, TX, NH, FL

All web addresses on file

Official SEC filing: View on IAPD