# OUELLETTE WEALTH ADVISORY LLC

OUELLETTE WEALTH ADVISORY LLC of LEXINGTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 289242
- Type: SEC-registered investment adviser
- SEC file number: 801-120970
- Location: 35 BEDFORD ST, SUITE 16, LEXINGTON, MA, 02420
- Phone: 781-861-0766
- Latest filing: 2026-06-29
- Regulatory AUM: $274.4M
- Non-discretionary AUM: $274.4M
- Clients: 7
- Accounts: 763

## Business model

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

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Thomas Joseph Ouellette | MANAGING MEMBER AND CCO | — |
| OUELLETTE THOMAS JOSEPH | CCO; MANAGING MEMBER AND CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/289242/brochure
- Similar advisers: https://search.stillhousedata.com/firm/289242/similar
- Related entities: https://search.stillhousedata.com/firm/289242/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/289242

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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.