Wealth Management Advisers, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Wealth Management Advisers, LLC serves individual investors (including high‑net‑worth clients), trusts, estates, charitable organizations, and employer retirement plans. The firm offers portfolio management, comprehensive financial planning, pension consulting/ERISA services, and access to model‑based advisory solutions through its Wealth Management Asset Advisory Program (WMAAP).
The firm’s investment process emphasizes asset allocation and a long‑term horizon, using a Risk Tolerance Questionnaire and a written Investment Policy Statement to align portfolios with client goals. Implementation is done both through direct discretionary management on custodial platforms (e.g., Charles Schwab, Wells Fargo) and via third‑party strategists and the AssetMark platform on a non‑discretionary model basis, with periodic monitoring and client reviews.
A distinctive feature disclosed in the brochure is that both principals are licensed insurance agents and may receive customary commissions for insurance products they recommend. The two‑advisor team reports roughly $82.2 million in discretionary assets under management and about $77.7 million in assets under advisement, reflecting a notable emphasis on pension/ERISA consulting, plan design, and participant education in addition to individual wealth management.
Client services
Expertise
Occupation focus
Fee options
Financial planning flat fees from $150 to $10,000; Pension consulting flat fees from $5,000 to $50,000, negotiable.
$0 - $500,000: up to 1.65% $500,001 - $1,000,000: negotiable, potentially lower rates $1,000,001+: negotiable, potentially lower rates
Certain firm principals are insurance agents and receive commissions from product transactions, but clients are not required to use affiliated insurance agents.
Financial planning: $150 to $450 per hour; Consulting Services: $250 to $450 per hour; Pension consulting available hourly.
Account minimum: $25,000 (general minimums vary by AssetMark platform investment solution) Fee-only: Fees based on assets under management typically from 0.25% to 1.65% annually, negotiable; financial planning hourly fees $150-$450/hour or flat fees $150-$10,000; consulting hourly fees $250-$450/hour; pension consulting fees 0.20%-1.0% of plan assets or flat fees $5,000-$50,000
Main office
Middletown CT
Advisors at this office
2
Most active in
Connecticut
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Peter D
Series 63, Series 65
Middletown, CT
Wealth Management Advisers, LLC
Peter Dellagrotte is a financial advisor with Wealth Management Advisers, LLC in Middletown, CT, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has been with Wealth Management Advisers since 2003 and has been working as an independent advisor since 1994. In addition to advisory work, he dedicates time to tax preparation and tax planning. Wealth Management Advisers, LLC serves individual investors, trusts, estates, charitable organizations, and employer retirement plans. The firm provides portfolio management, comprehensive financial planning, pension consulting, and access to model-based advisory solutions, emphasizing asset allocation and long-term strategies aligned with client goals.
Glenn H
CFP®, Series 63, Series 65
Middletown, CT
Wealth Management Advisers, LLC
Glenn Hottin is a CFP® professional with 21 years of industry experience, currently serving at Wealth Management Advisers, LLC since 2013. Prior to that, he worked at M & H Advisors, LLC and Cambridge Investment Research, Inc. He is also an independent insurance agent for various companies. Wealth Management Advisers, LLC serves individual investors, high-net-worth clients, trusts, estates, charitable organizations, and employer retirement plans. The firm provides portfolio management, financial planning, pension consulting, and access to model-based advisory solutions, emphasizing asset allocation, long-term strategies, and client-aligned investment policies.
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