OUELLETTE WEALTH ADVISORY LLC
Tel: 781-861-0766 35 Bedford St Suite 16 Lexington, Massachusetts 02420
About OUELLETTE WEALTH ADVISORY LLC
OUELLETTE WEALTH ADVISORY LLC is a Lexington, Massachusetts based financial advisory firm with nearly $220,716,612 in assets under management and provides investment advisory services for 714 clients. There are currently 6 financial advisors at the firm.
General Information
Firm CRD#:
289242
Firm SEC#:
801-120970
Assets Under Management:
$220,716,612
No. of Clients:
714
No. of Advisors:
6
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
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