Tech stack
No one at Ouellette Wealth Advisory LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
Schwab
Per Form ADV · $136M held · filed Dec 2024
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Nationwide Securities, LLC
Per Form ADV · $24M held · filed Dec 2024