Advisor at Wealth Management Advisers, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Wealth Management Advisers, LLC
Location
Middletown, CT
Credentials
Series 63, Series 65
Industry experience
23 years
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.
Based on Wealth Management Advisers, LLC
Financial planning flat fee $150 to $10,000 depending on complexity; pension consulting flat fees $5,000 to $50,000 per annum.
$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
Consulting services hourly rate $250 to $450 per hour; financial planning hourly $150 to $450 per hour.
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.
Middletown, CT
Connecticut
Wealth Management Advisers, LLC
2003 - Present (23 years)
Peter J. Della Grotte
1994 - Present (32 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
CFP®, Series 66
Middletown, CT
Lifestyle Financial Strategies, LLC
Series 65
Glastonbury, CT
Rawlings Wealth Management
Series 63, Series 65
Rocky Hill, CT
Dennis Glynn, CPA
CFA®
Glastonbury, CT
Chieco Capital Management, LLC
CFA®
Farmington, CT
Navigator Financial LLC
CFA®, Series 63
Chester, CT
DAK Financial Services, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")