Ouellette Wealth Advisory LLC

Ouellette Wealth Advisory LLC (CRD# 289242) is a financial advisory firm headquartered in Lexington, MA. They manage $179,256,178 in 636 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
35 Bedford St, Suite 16, Lexington, MA 02420
https://www.linkedin.com/in/ouellettethomas/
By the Numbers
  • Total Assets Under Management
    179
    MILLION
  • Total Number of Accounts
    636
    ACCOUNTS
  • Average Account Value
    $281,849
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, MA, ME, NH, TX

Financial Advisors at Ouellette Wealth Advisory LLC
Showing 1 - 1 of 1 top financial advisors.
1
Thomas Ouellette, financial advisor Lexington MA
Thomas J. Ouellette
CRD#: 2393313
35 Bedford St, Suite 16, Lexington, MA 02420

Thomas Ouellette (CRD# 2393313) is an Investment Advisor Representative working at Ouellette Wealth Advisory LLC in Lexington, MA and has over 30 years 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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