Peter Dellagrotte
Peter Dellagrotte is a registered investment advisor at Wealth Management Advisers, LLC, based in Middletown, CT, with 23 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 89 clients with $66M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WMA provides investment management services directly and through third-party managers. Fees are negotiable and depend on the complexity of the engagement, types of securities held, and frequency of contact with the client. WMA also uses the AssetMark platform, where fees range from 0.25% to 1.65% of the assets invested in the third-party managed programs. Clients on the AssetMark platform will also be charged program fees.
Location
Middletown, CT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Peter spends about 10-20% of his time on tax preparation and planning. He is also the President/Owner of Wealth Management Advisers, LLC, dedicating full-time hours to investment advisory and financial planning.
Employment History
Current Registrations
Wealth Management Advisers, LLC
Previous Registrations
Wealth Management Advisers, LLC
State Registrations1 state
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