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- Custodian
- Charles Schwab & Company · LPL Financial · Nationwide
- Clients
- Retail and Institutional
- Platforms
- Wave
- Established Date
- 09-21-2017
- Office Locations
- 1
Office Locations
About Ouellette Wealth Advisory LLC
Ouellette Wealth Advisory LLC is a Lexington, MA-based advisory firm providing comprehensive financial planning and wealth management, including retirement, tax and legacy planning, insurance, college planning, and charitable giving. Portfolios are constructed primarily with mutual funds and ETFs, with thematic exposure such as real estate and infrastructure. Founder Thomas Ouellette was named a 2025 Wealthtender Voice of the Client Highly Rated Advisor.
Team overview
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Platform
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Owner & Executives
THOMAS JOSEPH OUELLETTE
Chief Compliance Officer, Managing Member
- CRD
- #2393313
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $274,418,783 | $359,658 |
| Total | $274,418,783 | $359,658 |
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Separately Managed Accounts
Total SMA Asset: $274,418,783
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,141,360,987 | 25.0% |
| Other | $1,481,821,803 | 17.3% |
| Equity - Exchange | $650,973,740 | 7.6% |
| Cash | $1,884,397,668 | 22.0% |
| Municipal Bonds | $2,406,889,748 | 28.1% |
| Total | $8,565,443,946 | 100.0% |