BORTOLUSSI WEALTH MANAGEMENT, INC.

BORTOLUSSI WEALTH MANAGEMENT, INC. of SOUTHBOROUGH, MA is an SEC-registered investment adviser (CRD 155780). Regulatory assets under management: $86.0M.

Registration

• CRD: 155780
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 155780 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search