Ouellette Wealth Advisory LLC
Ouellette Wealth Advisory LLC is an SEC-registered wealth manager in Lexington, MA with $274.4M assets under management (AUM, regulatory AUM), +24% over one year. See who owns Ouellette Wealth Advisory LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 289242, SEC 801-120970, data through 2026-06-29.
- AUM (assets under management / regulatory AUM)
- $274.4M (2026-06-29)
- Firm type
- Wealth Manager
- Location
- Lexington, MA
- Employees
- 7
- Clients
- 213
- CRD
- 289242
- Ownership
- OUELLETTE, THOMAS, JOSEPH
How much AUM does Ouellette Wealth Advisory LLC have?
Ouellette Wealth Advisory LLC reported $274.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-29).
Who owns Ouellette Wealth Advisory LLC?
Disclosed owners and executives of Ouellette Wealth Advisory LLC include OUELLETTE, THOMAS, JOSEPH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.