SEC Form ADV

OUELLETTE WEALTH ADVISORY LLC

Registered Investment AdviserMA
$274.4M
Assets Under Management
763
Total Clients
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Registration Details

Accession
CRD-289242
Location
LEXINGTON, MA
Filing Date
February 12, 2026
AUM
$274.4M
Total Clients
763
Amendment
No

About this Adviser

OUELLETTE WEALTH ADVISORY LLC is a registered investment adviser headquartered in LEXINGTON, MA, managing approximately $274.4M in assets across 763 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.