Ouellette Wealth Advisory LLC
Firm details
- Headquarters
- Lexington, Massachusetts
- CRD number
- 289242
- Registered since
- April 29, 2021
- Website
- www.owmonline.com
- Custodians
- CHARLES SCHWAB & CO., INC., NATIONWIDE SECURITIES, LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI84.43%
- Individuals14.84%
- Charitable Organizations0.72%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Ouellette Wealth Advisory LLC is an independent, individual-owned registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm operates under a mix of fee arrangements — percentage of assets under management, hourly fees and fixed fees — and does not position itself as a capital allocator. It registered with the SEC in 2021 and serves a client base made up of individuals and families. Ouellette does not identify as an active ESG investor and is not structured as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds69%
- Other17%
- Exchange Traded Equities11%
- Cash & Cash Equivalents2%
- State & Local Bonds1%
Contacts
1 of 1
Thomas Ouellette
Owner and FounderCRD 2393313
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Lexington, MA
Middlesex
Location
Lexington, MA
Headquartered in Lexington, 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
- Middlesex
- Address
- 35 Bedford St
- Time zone
- ET (UTC-5)
- Office locations
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