# BORTOLUSSI WEALTH MANAGEMENT, INC.

BORTOLUSSI WEALTH MANAGEMENT, INC. of SOUTHBOROUGH, MA is an SEC-registered investment adviser.

## Registration

- CRD: 155780
- Type: SEC-registered investment adviser
- Location: 30 TURNPIKE ROAD, SOUTHBOROUGH, MA, 01772
- Phone: (508) 416-3534
- Latest filing: 2026-05-27
- Regulatory AUM: $86.0M
- Discretionary AUM: $74.1M
- Non-discretionary AUM: $11.9M
- Clients: 3
- Accounts: 319

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Pensions, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/155780/brochure
- Similar advisers: https://search.stillhousedata.com/firm/155780/similar
- Related entities: https://search.stillhousedata.com/firm/155780/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/155780

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.