OUELLETTE WEALTH ADVISORY LLC

OUELLETTE WEALTH ADVISORY LLC of LEXINGTON, MA is an SEC-registered investment adviser (CRD 289242). Regulatory assets under management: $274.4M.

Registration

• CRD: 289242
• SEC file number: 801-120970
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 289242 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search