# Ouellette Wealth Management Group

Ouellette Wealth Management Group is a Multi Family Office based in Lexington, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Lexington, United States
- **Region:** North America
- **Address:** 35 Bedford Street, Suite 16, Lexington, MA 02420, United States
- **Founded:** 2021
- **Assets under management:** 221 (Altss estimate)
- **Website:** owmonline.com
- **LinkedIn:** https://linkedin.com/company/ouellette-wealth-management-group

## Regulatory record

- **CRD number:** 289242
- **SEC file number:** 801-120970
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-02-12T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/289242

## About

Ouellette Wealth Advisory functions as a multi-family office serving an exclusive set of client families. Thomas Ouellette established the firm after prior experience in wealth management. Services center on customized investment programs, succession structures, and charitable planning. The firm allocates across public markets, alternative investments, and mission-related opportunities. Geographic focus remains North America. No specific portfolio holdings or co-investors appear in public materials. Client work includes estate strategies and philanthropic structures such as gifts to the American Cancer Society and Dana Farber Cancer Institute. Team size and office count remain undisclosed beyond the Lexington headquarters. Family members Nicole Ouellette, Colin Ouellette, and Lauren Ouellette hold immediate-family ties to the founder. No operational events from the last 24 months are recorded in available sources. The structure keeps decision-making within a single advisory entity rather than spinning out separate funds or operating companies.

## Sectors

- Wealth Management
- Mission-Related Investing

## People

- Thomas Ouellette — Founder

## Questions

### Who runs investment decisions at Ouellette Wealth Advisory?

Thomas Ouellette leads the firm as founder. Paul Garozzo serves as financial advisor with prior experience at BNY Mellon Wealth Management.

### How does Ouellette Wealth Advisory source proprietary deal flow?

The firm relies on direct relationships with client families rather than external networks. No public information details third-party sourcing channels.

### Does Ouellette Wealth Advisory participate in fund commitments or only direct deals?

Public materials do not specify allocation between fund commitments and direct investments.

### What is Ouellette Wealth Advisory's known posture on co-investments alongside external GPs?

No information on co-investment activity with external general partners is available.

## Related profiles

- [The Aranda Group](https://altss.com/profile/the-aranda-group-advisors-llc)
- [KG Funds Management](https://altss.com/profile/kg-funds-management-kier-family-office)

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Last updated: 2026-07-08T18:26:56.217Z

Canonical page: https://altss.com/profile/ouellette-wealth-advisory

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