Wealth Protection Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$13,400,000
Clients
8
25% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
8
Very LowAverage account size
$1,675,000
About
Wealth Protection Management serves individual clients and provides investment advisory and wealth-protection services alongside a distinct divorce financial planning practice; the firm provides asset management, financial planning, and consultation for clients and legal professionals on divorce-related financial matters. The firm operates on a fee-only basis, does not accept commissions or soft-dollar benefits, and uses independent custodians to hold client assets.
Its investment approach emphasizes strategic asset allocation and individualized portfolio construction, employing a mix of passive index/ETF exposures and active security selection such as dividend-paying stocks, mutual funds, and fixed income guided by fundamental and technical analysis. Portfolios are generally globally diversified and tailored to each client’s objectives, with discretionary trading implemented under a limited power-of-attorney and written reviews provided on an agreed schedule.
The firm is notable for maintaining a separate divorce financial planning business line supported by credentials in divorce financial analysis and financial forensics and experience providing litigation support and expert-related services to attorneys. As a solo, boutique advisor managing roughly $13.4 million for a small client base, the firm emphasizes individualized, non‑model portfolio management and will refer to third‑party managers when specialized expertise is appropriate.
Client services
Financial planning
Portfolio management
Expertise
Divorce financial planning
Demographic focus
Divorced
Fee options
$0 - $500,000: 1.50% annually $500,000+: 0.80% annually
Financial planning and consultation services charged at $400/hour with a four-hour minimum
Account minimum: $0 (No minimum account size required to become a client) Fee-only: Financial planning and consultation services charged hourly at $400/hour with a four-hour minimum
Main office location
Wealth Protection Management
Woodbridge CT, United States
Number of offices
2
Most active in
Wealth Protection Management has reported serving >5 clients in these states in the last 12 months.
Connecticut
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
Forms ADV
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")