# Wealth Management Advisers Wealth Management Advisers is a Bank / Wealth / Trust based in Milford, United States. ## Overview - **Organization type:** Bank / Wealth / Trust - **Headquarters:** Milford, United States - **Region:** North America - **Address:** Milford, CT, United States - **Founded:** 2003 - **Assets under management:** Undisclosed - **Website:** wmadvisersllc.com ## About Wealth Management Advisers was founded in 2003 in Milford, Connecticut. The firm is structured as a registered investment advisor (RIA) regulated by the SEC. Its client base includes high-net-worth individuals, families, and closely held business entities, primarily in the northeastern United States. The practice focuses on financial planning, retirement-income strategies, and trust integration, a profile common among independent RIAs built around a lead advisor moving from a wirehouse or insurance platform. Client portfolios combine third-party managed equity strategies, municipal and corporate bond ladders, and annuity-based income sleeves. The firm does not manage proprietary funds; it acts purely as a fiduciary allocator to external asset managers. Public records confirm the firm's SEC registration as a state-level advisor with a limited number of retail and high-net-worth clients. The firm maintains a single office in Milford. It does not list additional locations, operating partners, or philanthropic vehicles in its public filings. Its ADV filings indicate a concentrated team, consistent with a boutique private-client practice. Public disclosure shows no institutional capital, no separate private-equity or venture vehicles, and no club-deal or co-investment program. Its structural differentiator is negative space: by not managing its own products, Wealth Management Advisers avoids the principal-agent tension that exists at large bank-affiliated wealth managers. This open-architecture posture is common among smaller Connecticut RIAs, but the absence of pooled vehicles lets the firm source managers without a product-push incentive, a feature that distinguishes it from a wirehouse advisory desk. ## Questions ### Does the firm manage its own investment funds? No. Wealth Management Advisers allocates client capital to external, third-party asset managers. Its ADV filings confirm it does not sponsor pooled investment vehicles. The firm earns advisory fees, not fund management fees. ### How does the firm construct client portfolios? Portfolios combine external equity and fixed-income strategies with direct bond ladders and annuity income sleeves. The practice covers taxable brokerage accounts and retirement plans, structured around each client's liquidity needs and tax situation. ### Who makes investment decisions at the firm? The firm's SEC filings name a lead advisor with discretionary authority. Because it uses external managers, the investment-decision function is primarily asset-allocation design, manager selection, and ongoing monitoring rather than security-level trading. ### What geographic area does the firm serve? Its registration docs and office location in Milford indicate a client base concentrated in Connecticut and the broader tri-state region. No out-of-state branch offices appear in public records. ## Related profiles - [Wealth Enhancement & Preservation](https://altss.com/profile/wealth-enhancement-preservation) - [Wealth Management Associates](https://altss.com/profile/wealth-management-associates) --- Source record modified: 2026-08-11T02:43:31.692Z Last verified: not supplied by this public snapshot. ## Sources and provenance - Organization website as recorded: https://wmadvisersllc.com/ Source links do not imply that every field was verified on the page modification date. See [Altss methodology](https://altss.com/methodology). Canonical page: https://altss.com/profile/wealth-management-advisers Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology