Wealth Management Advisers, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$66,180,230
Total clients
89
11% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
45
Average account size
$743,598
About
Wealth Management Advisers, LLC provides portfolio management, financial planning, pension consulting and related advisory services to a mix of individual clients (including high‑net‑worth individuals), as well as retirement plans, trusts, estates, charitable organizations and foundations. The firm offers both standalone financial plans and ongoing investment management, and operates an asset advisory program (WMAAP) that uses third‑party model portfolios.
Its investment approach emphasizes asset allocation and a long‑term horizon, with client risk profiles documented through a risk‑tolerance questionnaire and an Investment Policy Statement that guides ongoing monitoring. WMA combines direct, discretionary account management through custodians such as TD Ameritrade and First Clearing with access to AssetMark strategist models and other third‑party managers on a non‑discretionary basis.
Compared with many peers, the firm’s principals are also licensed insurance agents and may receive separate commission compensation when clients implement insurance solutions, a practice that is uncommon among similar supported firms. The firm also highlights pension consulting capabilities — including ERISA 3(21) advisory roles, vendor selection and both bundled and unbundled plan solutions — alongside its use of third‑party strategist platforms.
Client services
Occupation focus
Fee options
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.
Most active in
Connecticut
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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