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Building 2OUELLETTE WEALTH ADVISORY LLC

Map pinLEXINGTON, MA
Phone781-861-0766
NotebookSEC #801-120970
Total AUM
$274.4M
Employees
7
Clients
214

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
35 BEDFORD ST
SUITE 16
LEXINGTON
MA 02420
United States
Operating Hours
8 - 5
Monday - Friday
Phone
781-861-0766

ReceiptFinancials

Total AUM
$274.4M
Accounts
763
Discretionary
$0
Accounts
0
Non-Discretionary
$274.4M
Accounts
763

ContactClients

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Individual Clients
115
AUM
$40.7M
HNW Individual Clients
98
AUM
$231.7M
Charitable Organization Clients
1
AUM
$2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMAMENHTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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