A complete list of active advisors currently associated with Wealth Management Advisers, LLC

Warmer can help you find a great advisor at Wealth Management Advisers, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Wealth Management Advisers, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Peter Dellagrotte	Middletown, CT	23
Glenn Hottin	Middletown, CT	21

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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