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WEALTH RESOURCE INVESTMENT ADVISORS LLC
CRD 300752
1423 S. HIGLEY ROAD SUITE #128, MESA, AZ, 85206, United States
Phone
480-681-1400
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$11.9M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1 | $93K |
| High net worth individuals | 1 | $34K |
| Charitable organizations | 21 | $11.8M |
All web addresses on file
Official SEC filing: View on IAPD