Wealth Manager
    SEC Registered
    Manages Private Funds

    Wealth Management Resources, Inc.

    Registered investment advisor · Smithfield, Rhode Island · CRD #45452

    Assets Under Management
    $385M
    Client Accounts
    1,508
    Employees
    9
    CRD Number
    45452
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Wealth Management Resources, Inc.

    Wealth Management Resources, Inc. is a financial advisory firm based in Smithfield, RI, offering retirement planning and investment management services since 1990. It employs 2-10 staff and has no disclosed funding rounds.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Wealth Management Resources, Inc.

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    Frequently Asked Questions

    What is Wealth Management Resources, Inc.'s AUM?

    Wealth Management Resources, Inc. reports approximately $385M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Wealth Management Resources, Inc. headquartered?

    Wealth Management Resources, Inc. is headquartered in Smithfield, Rhode Island.

    What is Wealth Management Resources, Inc.'s CRD number?

    Wealth Management Resources, Inc.'s CRD number is 45452. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Wealth Management Resources, Inc. manage?

    Wealth Management Resources, Inc. manages approximately 1,508 client accounts according to its latest SEC filing.

    Is Wealth Management Resources, Inc. SEC registered?

    Yes, Wealth Management Resources, Inc. is registered with the SEC as an investment adviser with an approved registration status.

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