W
$66.2M Total AUM
$66.2M Disc. AUM
-- 3Y CAGR
2 Employees
134 ADV. Clients
23 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-07-2003
- Office Locations
- 2
Office Locations
-- Middletown CT
-- Milford CT
About Wealth Management Advisers, LLC
Wealth Management Advisers, LLC is a Connecticut-based fee-based advisory firm providing conflict-free financial planning, tax and retirement planning, and individual wealth management, including design and implementation of retirement plans. Public filings indicate portfolios leaning heavily on ETFs with complementary fixed income. Operates two offices in Middletown and Milford, CT.
Team overview
62 AVG AGE
$33.1M AVG AUM / ADVISOR
$493.9K AVG AUM / CLIENT
16.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
23yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
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Services
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Technology
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Owner & Executives
PETER JOSEPH DELLAGROTTE
President
- CRD
- #1907166
- Ownership
- 75% or more
Available
Available
Available
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GLENN ARTHUR HOTTIN
Senior Financial Advisor
- CRD
- #2259576
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $66,180,230 | -- |
| Non-Discretionary | $0 | -- |
| Total | $66,180,230 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available Corporate - Investment Grade:
Available Corporate - Non-Investment Grade:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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