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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 16, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| OUELLETTE, THOMAS, JOSEPH | I | CCO | E | Control |
| OUELLETTE, THOMAS, JOSEPH | I | MANAGING MEMBER AND CCO | E | Control |
| OUELLETTE, THOMAS, JOSEPH | I | MANAGING MEMBER AND CCO | E | Control |
| OUELLETTE, THOMAS, JOSEPH | I | MANAGING MEMBER AND CCO | E | Control |
| OUELLETTE, THOMAS, JOSEPH | I | MANAGING MEMBER AND CCO | E | Control |
| OUELLETTE, THOMAS, JOSEPH | I | MANAGING MEMBER AND CCO | E | Control |
| OUELLETTE, THOMAS, JOSEPH | I | MANAGING MEMBER AND CCO | E | Control |
| OUELLETTE, THOMAS, JOSEPH | I | MANAGING MEMBER AND CCO | E | Control |
| OUELLETTE, THOMAS, JOSEPH | I | MANAGING MEMBER AND CCO | E | Control |
| OUELLETTE, THOMAS, JOSEPH | I | MANAGING MEMBER AND CCO | E | Control |
| OUELLETTE, THOMAS, JOSEPH | I | MANAGING MEMBER AND CCO | E | Control |
| OUELLETTE, THOMAS, JOSEPH | I | MANAGING MEMBER AND CCO | E | Control |
| OUELLETTE, THOMAS, JOSEPH | I | MANAGING MEMBER AND CCO | E | Control |
| OUELLETTE, THOMAS, JOSEPH | I | MANAGING MEMBER AND CCO | E | Control |
Registrations
Federal
IA
Oct 16, 2025 REGISTERED
Notice Filings (6)
CA FL MA ME NH TX
Address
35 BEDFORD STSUITE 16
LEXINGTON, MA 02420
United States
Phone: 781-861-0766