Wealth Management Advisers, LLC
Firm details
- Headquarters
- ,
- CRD number
- 128836
- Website
- www.wmadvisersllc.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals52.01%
- HNWI47.99%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Wealth Management Advisers, LLC is an independent registered investment advisor (RIA) structured as a limited liability company. The firm primarily serves individual and family clients, offering a range of financial services including financial planning, portfolio management for individuals and small businesses, and pension consulting. Wealth Management Advisers, LLC operates with a fee structure that includes a percentage of assets under management (AUM), hourly charges, and fixed fees. The firm is also involved in insurance brokerage activities, further diversifying its service offerings.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities60%
- US Government Bonds20%
- State & Local Bonds5%
- Investment Grade Corp Bonds5%
- Non-Investment Grade Corp Bonds5%
Contacts
2 of 2
Glenn Hottin
Investment AdvisorCRD 2259576
Peter Dellagrotte
PresidentCRD 1907166
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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