RIA Intel›Advisers›Massachusetts›OUELLETTE WEALTH ADVISORY LLC

OUELLETTE WEALTH ADVISORY LLC

Advisory

N·LEXINGTON, MA

Data as of Feb 11, 2026 · Source: SEC Form ADV

Total AUM
$274M
1-Year AUM Growth
0.0%
3-Year CAGR
+16.0%
Employees
2
Assets Under Management
Total AUM$274M
Discretionary AUM$0
Non-Discretionary AUM$274M
Discretionary %0%
Total Clients203
Team
Total Employees2
Investment Advisers7
Employee Growth (1Y)+100.0%
Filing History
Total Filings on Record10
First FilingMar 28, 2021
Latest FilingFeb 11, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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