firm profile
Bortolussi Wealth Management, Inc.
Overview
Bortolussi Wealth Management, Inc. is a state registered investment adviser based in Southborough, MA, registered since 2010. It reports $86M in assets under management across 319 accounts, with 3 employees. It has 3 investment adviser representatives.
- Reported AUM
- $86M
- Discretionary
- 86%
- Accounts
- 319
- Average account
- $27K
- Employees
- 3
- Advisory reps
- 3
- Registered since
- 2010
- Jurisdictions
- 4
As reported in the firm's May 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Hourly Charges and Percentage of Assets
Executive officers 1 of 1
- Adam Daniel Bortolussi President, Chief Compliance Officer CRD 4577020
Advisory reps 3 of 3
- Adam Daniel Bortolussi Insurance Agent · Investment Adviser Rep CRD 4577020
- Christopher Warren Fitts Insurance Agent · Investment Adviser Rep CRD 6911259
- Bruce S Hulme Insurance Agent · Investment Adviser Rep CRD 1186144
Location
- Headquarters
- 30 Turnpike Rd Ste 3
Southborough, MA 01772 - County
- Worcester
- Metro area
- Worcester, MA-CT
- Region
- Northeast
Registrations
- State registered
- Registered in 4 jurisdictions
- Website: bortowm.com
Every state, with registration dates
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