Wealth Management Advisers, LLC

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Client assets under management

$66,180,230

Clients

11% high-net-worth

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Typical

Average account size

$743,598

About

Wealth Management Advisers, LLC provides portfolio management, financial planning, pension consulting and related advisory services to a mix of individual clients (including high‑net‑worth individuals), as well as retirement plans, trusts, estates, charitable organizations and foundations. The firm offers both standalone financial plans and ongoing investment management, and operates an asset advisory program (WMAAP) that uses third‑party model portfolios.

Its investment approach emphasizes asset allocation and a long‑term horizon, with client risk profiles documented through a risk‑tolerance questionnaire and an Investment Policy Statement that guides ongoing monitoring. WMA combines direct, discretionary account management through custodians such as TD Ameritrade and First Clearing with access to AssetMark strategist models and other third‑party managers on a non‑discretionary basis.

Compared with many peers, the firm’s principals are also licensed insurance agents and may receive separate commission compensation when clients implement insurance solutions, a practice that is uncommon among similar supported firms. The firm also highlights pension consulting capabilities — including ERISA 3(21) advisory roles, vendor selection and both bundled and unbundled plan solutions — alongside its use of third‑party strategist platforms.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Occupation focus

Executive Founder/Business Owner

Fee options

Fixed

Financial planning flat fee $150 to $10,000 depending on complexity; pension consulting flat fees $5,000 to $50,000 per annum.

Percentage

$0+: 0.20% to 1.00% for Pension Consulting Services $25,000 - $50,000: Minimum investment range for Mutual Fund accounts in AssetMark platform $100,000 - $100,000: Minimum investment for ETF accounts in AssetMark platform $250,000 - $250,000: Minimum investment for Distribution Strategies in AssetMark platform $50,000 - $500,000: Minimum investment range for Privately Managed and Unified Managed Accounts in AssetMark platform

Project-based

Consulting services hourly rate $250 to $450 per hour; financial planning hourly $150 to $450 per hour.

Other

Account minimum: Generally $25,000-$50,000 for Mutual Fund accounts; $100,000 for ETF Accounts; $250,000 for Distribution Strategies; $50,000 to $500,000 for Privately Managed and Unified Managed Accounts depending on strategy; accounts below minimums may be accepted at discretion. Minimum fee: Minimum financial planning fee of $150. Fee-only: Financial planning fees: hourly $150-$450 per hour; flat fee $150 to $10,000 depending on complexity.

Most active in

Connecticut

Disclosures

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:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 860-614-0456

Advisors at this firm

Peter D

Series 63, Series 65

Middletown, CT

Wealth Management Advisers, LLC

Peter Dellagrotte is a financial advisor at Wealth Management Advisers, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wealth Management Advisers since 2003. In addition to his advisory role, he provides tax preparation and tax planning services. Wealth Management Advisers, LLC offers portfolio management, financial planning, pension consulting, and related advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and foundations. The firm’s investment approach focuses on asset allocation and long-term horizons, utilizing both discretionary account management and access to third-party strategist models.

Executive Founder/Business Owner

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. He also has a longstanding role at M & H Advisors, LLC beginning in 2005. Outside of advisory work, he is an independent insurance agent representing various companies. Wealth Management Advisers, LLC provides portfolio management, financial planning, pension consulting, and related advisory services to individuals, retirement plans, trusts, estates, and charitable organizations. The firm’s investment approach focuses on asset allocation and long-term strategies guided by documented client risk profiles, combining discretionary account management with access to third-party model portfolios and strategist platforms.

Executive Founder/Business Owner

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