OUELLETTE WEALTH ADVISORY LLC

Overview

Ouellette Wealth Advisory LLC is an independent, fee-based registered investment adviser focused on individual and family clients, with advisory services that emphasize financial planning and portfolio management for individuals and small businesses. The firm charges a mix of percentage-of-AUM fees together with hourly and fixed fees, reflecting a hybrid planning-and-advisory model. Investment activity is centered on pooled public funds for core exposure, with selective use of third-party alternative managers—specifically hedge funds and private placements—to complement the public portfolio sleeve. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices