SEC Form ADV

OUELLETTE WEALTH ADVISORY LLC

Firm profile: Ouellette Wealth Advisory — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserMA

$274.4M

Assets Under Management

Employees

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Registration Details

Accession: crd-289242
Location: LEXINGTON, MA
Filing Date: August 13, 2026
AUM: $274.4M
Employees: 7
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsCharitable Organizations

About this Adviser

OUELLETTE WEALTH ADVISORY LLC is a registered investment adviser headquartered in LEXINGTON, MA, managing approximately $274.4M in assets. This data is sourced from the SEC's EDGAR database via Form ADV.

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