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Overview

Services

Advisor Services

  • Financial Planning

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
National Planning Corporation 11 months Jan 2007 - Dec 2007
Wealth Management Advisers, LLC 16 years, 7 months Jan 2003 - Present
Wealth Management Advisers, LLC 16 years, 8 months Dec 2002 - Present
Peter J Della Grotte 25 years, 1 month Jul 1994 - Present

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Peter Dellagrotte

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    May 16, 2019
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Jan 2, 2017
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Wealth Management Advisers, LLC

Last updated on Sept. 23, 2015
    • $86.0M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 115
      Accounts
    • $747.8K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees