# Wealth Management Advisers, LLC

> Wealth Management Advisers, LLC is a state-registered investment advisory firm, registered since 2003, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 4, 2026.

- CRD: 128836
- Filed as: WEALTH MANAGEMENT ADVISERS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Connecticut
- Filing period: October 2026
- Form ADV filing dated: August 4, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/128836
- AdvisorCensus page: https://advisorcensus.com/firm/wealth-management-advisers-llc-128836

## Quick answers

**How is Wealth Management Advisers, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Wealth Management Advisers, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Is Wealth Management Advisers, LLC registered with the SEC or a state?**
Wealth Management Advisers, LLC is a state-registered investment advisory firm, registered since 2003. Status as filed: APPROVED. CRD 128836.

**How much does Wealth Management Advisers, LLC manage?**
Wealth Management Advisers, LLC reports $82,210,144 in regulatory assets under management in its Form ADV filing dated August 4, 2026 (100% discretionary).

**What types of clients does Wealth Management Advisers, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (98); high net worth individuals (12).

**Does Wealth Management Advisers, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/128836

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $82,210,144
- Discretionary: $82,210,144
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 98 | $43,684,712 |
| High net worth individuals | 12 | $38,525,432 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2003 (23 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wmadvisersllc.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealth Management Advisers, LLC (CRD 128836): Form ADV filing data as of October 2026.