← Back to searchVisit website
BORTOLUSSI WEALTH MANAGEMENT, INC.
CRD 155780
30 TURNPIKE ROAD, SUITE 3, SOUTHBOROUGH, MA, 01772, United States
Phone
(508) 416-3534
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$86.0M
Discretionary AUM
$74.1M
Team
3 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-05-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 100 | $42.9M |
| High net worth individuals | 25 | $40.0M |
All web addresses on file
Official SEC filing: View on IAPD