# Bortolussi Wealth Management

Bortolussi Wealth Management is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/bortolussi-wealth-management-inc

## Regulatory record

- **CRD number:** 155780
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/155780

## About

BORTOLUSSI WEALTH MANAGEMENT, INC. is a state-registered investment adviser in SOUTHBOROUGH, MA. The firm manages $86 million in assets, $74 million on a discretionary basis. It has 3 employees and 2 investment advisers.

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Last updated: 2026-06-03T20:00:00.000Z

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