CRD: 155780
Bortolussi Wealth Management, Inc.
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- Custodian
- Altruist
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-07-2010
- Office Locations
- 3
Office Locations
About Bortolussi Wealth Management, Inc.
Bortolussi Wealth Management is a boutique, fiduciary investment advisory led by founder/Chief Investment Advisor Adam Bortolussi. The firm serves individuals, families, and business owners with integrated financial planning (retirement, education, estate/legacy, and business continuity) and disciplined investment management tailored to risk, timeline, and goals. Custody/platform support includes Altruist; Bortolussi brings prior experience at Morgan Stanley, UBS, and Merrill Lynch.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ADAM DANIEL BORTOLUSSI
Chief Compliance Officer, Financial Advisor, General Partner, President
- CRD
- #4577020
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Christopher Warren Fitts
President
- CRD
- #6911259
BRUCE SUTHERLAND HULME
Vice President
- CRD
- #1186144
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $74,095,715 | -- |
| Non-Discretionary | $11,888,197 | -- |
| Total | $85,983,912 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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