# Bortolussi Wealth Management, Inc.

> Bortolussi Wealth Management, Inc. is a state-registered investment advisory firm in Southborough, MA, registered since 2010, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated May 27, 2026.

- CRD: 155780
- Filed as: BORTOLUSSI WEALTH MANAGEMENT, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Southborough, MA
- Filing period: October 2026
- Form ADV filing dated: May 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/155780
- AdvisorCensus page: https://advisorcensus.com/firm/bortolussi-wealth-management-inc-southborough-ma-155780

## Quick answers

**How is Bortolussi Wealth Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Bortolussi Wealth Management, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Bortolussi Wealth Management, Inc. located?**
Bortolussi Wealth Management, Inc.'s principal office is in Southborough, MA, according to its Form ADV.

**Is Bortolussi Wealth Management, Inc. registered with the SEC or a state?**
Bortolussi Wealth Management, Inc. is a state-registered investment advisory firm, registered since 2010. Status as filed: APPROVED. CRD 155780.

**How much does Bortolussi Wealth Management, Inc. manage?**
Bortolussi Wealth Management, Inc. reports $85,983,912 in regulatory assets under management in its Form ADV filing dated May 27, 2026 (86% discretionary).

**What types of clients does Bortolussi Wealth Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (100); high net worth individuals (25).

**Does Bortolussi Wealth Management, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/155780

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $85,983,912
- Discretionary: $74,095,715
- Non-discretionary: $11,888,197

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 100 | $42,883,912 |
| High net worth individuals | 25 | $40,000,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $1,600,000 |
| Charitable organizations | Fewer than 5 | $700,000 |
| Corporations or other businesses not listed above | Fewer than 5 | $800,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2010 (15 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, FL, MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bortowm.com
- Facebook @bortowm
- LinkedIn @bortolussi-wealth-management-inc-

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bortolussi Wealth Management, Inc. (CRD 155780): Form ADV filing data as of October 2026.