OUELLETTE WEALTH ADVISORY LLC
CRD #289242 SEC #801-120970 LEXINGTON, MA 781-861-0766
SEC Registered
Total AUM
$220.7M
Discretionary
$0
Employees
6
Clients
0
Accounts
714
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $220.7M | $0 | $220.7M | 6 | 0 |
| May 2025 | $220.7M | $0 | $220.7M | 5 | 0 |
| Mar 2025 | $220.7M | $0 | $220.7M | 6 | 0 |
| Feb 2025 | $220.7M | $0 | $220.7M | 6 | 0 |
| Dec 2024 | $179.3M | $0 | $179.3M | 7 | 0 |
| Sep 2024 | $179.3M | $0 | $179.3M | 5 | 0 |
| Feb 2024 | $179.3M | $0 | $179.3M | 5 | 0 |
| Sep 2023 | $148.7M | $0 | $148.7M | 4 | 0 |
| Mar 2023 | $148.7M | $0 | $148.7M | 6 | 0 |
| Oct 2022 | $163.6M | $0 | $163.6M | 4 | 0 |
| Sep 2022 | $163.6M | $0 | $163.6M | 4 | 0 |
| Mar 2022 | $163.6M | $0 | $163.6M | 4 | 0 |
| Mar 2021 | $103.1M | $0 | $103.1M | 4 | 0 |
| Mar 2021 | $103.1M | $0 | $103.1M | 4 | 0 |
DateOct 2025
Total AUM$220.7M
Discretionary$0
Non-Disc.$220.7M
Employees6
Clients0
DateMay 2025
Total AUM$220.7M
Discretionary$0
Non-Disc.$220.7M
Employees5
Clients0
DateMar 2025
Total AUM$220.7M
Discretionary$0
Non-Disc.$220.7M
Employees6
Clients0
DateFeb 2025
Total AUM$220.7M
Discretionary$0
Non-Disc.$220.7M
Employees6
Clients0
DateDec 2024
Total AUM$179.3M
Discretionary$0
Non-Disc.$179.3M
Employees7
Clients0
DateSep 2024
Total AUM$179.3M
Discretionary$0
Non-Disc.$179.3M
Employees5
Clients0
DateFeb 2024
Total AUM$179.3M
Discretionary$0
Non-Disc.$179.3M
Employees5
Clients0
DateSep 2023
Total AUM$148.7M
Discretionary$0
Non-Disc.$148.7M
Employees4
Clients0
DateMar 2023
Total AUM$148.7M
Discretionary$0
Non-Disc.$148.7M
Employees6
Clients0
DateOct 2022
Total AUM$163.6M
Discretionary$0
Non-Disc.$163.6M
Employees4
Clients0
DateSep 2022
Total AUM$163.6M
Discretionary$0
Non-Disc.$163.6M
Employees4
Clients0
DateMar 2022
Total AUM$163.6M
Discretionary$0
Non-Disc.$163.6M
Employees4
Clients0
DateMar 2021
Total AUM$103.1M
Discretionary$0
Non-Disc.$103.1M
Employees4
Clients0
DateMar 2021
Total AUM$103.1M
Discretionary$0
Non-Disc.$103.1M
Employees4
Clients0