BORTOLUSSI WEALTH MANAGEMENT, INC.
Firm details
- Headquarters
- SOUTHBOROUGH, Massachusetts
- CRD number
- 155780
- Website
- www.bortowm.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals49.87%
- HNWI46.52%
- Pension & Profit Sharing Plans1.86%
- Corporations / Businesses0.93%
- Charitable Organizations0.81%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Bortolussi Wealth Management, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm provides wealth management and financial planning primarily to individuals and families, acting as a capital allocator that hires third‑party managers when appropriate. Its advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services. Compensation is a mix of percentage‑of‑AUM fees and hourly charges. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities55%
- Cash & Cash Equivalents25%
- Public Funds/Mutual Funds15%
- US Government Bonds5%
Contacts
3 of 3BRUCE HULME
Vice PresidentCRD 1186144
Christopher Fitts
DirectorCRD 6911259
ADAM BORTOLUSSI
President, Investment AdvisorCRD 4577020
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SOUTHBOROUGH, MA
WORCESTER
Location
SOUTHBOROUGH, MA
Headquartered in SOUTHBOROUGH, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- WORCESTER
- Address
- 30 Turnpike Rd
- Time zone
- ET (UTC-5)
- Office locations
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