Bortolussi Wealth Management, Inc.

Bortolussi Wealth Management, Inc. (CRD# 155780) is a financial advisory firm headquartered in Southborough, MA. They manage $60,000,000 in 240 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
2 Willow Street, Suite 102, Southborough, MA 01745
http://www.bortowm.com
By the Numbers
  • Total Assets Under Management
    60
    MILLION
  • Total Number of Accounts
    240
    ACCOUNTS
  • Average Account Value
    $250,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MA, TX

Financial Advisors at Bortolussi Wealth Management, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Adam Bortolussi, financial advisor Hopkinton MA
Adam D. Bortolussi
CRD#: 4577020
Hopkinton, MA

Adam Bortolussi (CRD# 4577020) is an Investment Advisor Representative working at Bortolussi Wealth Management, Inc. in Hopkinton, MA and has over 19 years of experience in the finance industry.

2
Christopher Fitts, financial advisor Southborough MA
Christopher W. Fitts
CRD#: 6911259
2 Willow St, Suite 102, Southborough, MA 01745

Christopher Fitts (CRD# 6911259) is an Investment Advisor Representative working at Bortolussi Wealth Management, Inc. in Southborough, MA and has 1 year of experience in the finance industry.

3
Bruce Hulme, financial advisor Southborough MA
Bruce S. Hulme
CRD#: 1186144
2 Willow Street, Suite 102, Southborough, MA 01745

Bruce Hulme (CRD# 1186144) is an Investment Advisor Representative working at Bortolussi Wealth Management, Inc. in Southborough, MA and has over 21 years of experience in the finance industry.

4
Danielle Leary, financial advisor Southborough MA
Danielle M. Leary
CRD#: 5108858
2 Willow Street, Suite 102, Southborough, MA 01745

Danielle Leary (CRD# 5108858) is an Investment Advisor Representative working at Bortolussi Wealth Management, Inc. in Southborough, MA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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