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OUELLETTE WEALTH ADVISORY LLC

Tel: 781-861-0766
35 Bedford St
Suite 16
Lexington, Massachusetts  02420

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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

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

289242

SEC#:

801-120970

No. of Clients:

714

Assets under Management

$220,716,612

No. of Advisors:

6

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