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WEALTH MANAGEMENT RESOURCES, INC.
CRD 45452 · SEC 801-57281
28 CEDAR SWAMP ROAD, SUITE ONE, SMITHFIELD, RI, 02917, United States
Phone
(401) 356-1400
Fax
(401) 356-0688
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$385.2M
Discretionary AUM
$364.3M
Team
9 total employees; 6 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions
Org form
Corporation
Filing date
2026-05-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 521 | $192.9M |
| High net worth individuals | 69 | $161.1M |
| Pension/profit sharing plans | 19 | $26.1M |
| Charitable organizations | 13 | $3.2M |
States served
VT, CA, ME, MA, NJ, NY, NC, RI, SC, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD