RIA Intel›Advisers›Massachusetts›BORTOLUSSI WEALTH MANAGEMENT, INC.

BORTOLUSSI WEALTH MANAGEMENT, INC.

Advisory

SOUTHBOROUGH, MA

Data as of May 27, 2026 · Source: SEC Form ADV

Rank in MA
#1,038
of 1,590 advisers by AUM
Average account
$270K
across 319 accounts
AUM per adviser
$43M
2 advisers

Source: SEC Form ADV. Figures as filed May 27, 2026.

Total AUM
$86M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
3
Assets Under Management
Total AUM$86M
Discretionary AUM$74M
Non-Discretionary AUM$12M
Discretionary %86.2%
Total Clients125
Team
Total Employees3
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InCT, FL, MA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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