PPrivate Fund Data Log in Join · $37/mo

Wealth Management Resources, Inc.

● SEC registered since 2000CRD 45452SEC# 801-57281Smithfield, RI
Export (members)
Reg. AUM
$385.2M
Employees
9
Accounts
1,397
Location
Smithfield, RI

Wealth Management Resources, Inc. assets under management

Wealth Management Resources, Inc. is an SEC-registered investment adviser based in Smithfield, RI. The firm has been registered since 2000. It reports $385.2 million in regulatory assets under management and employs 9 people.
wealthmanagers.comView on SEC.gov ↗

Wealth Management Resources, Inc. owners & executives

6 reported
NameTitleOwnershipSince
Arthur Clayton Everly ControlShareholder10-25%1994
Kevin R. Worthley ControlChief Compliance Officer10-25%2019
Kevin R. Worthley ControlExecutive Vice President10-25%2017
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Wealth Management Resources, Inc. manage?

Wealth Management Resources, Inc. reports $385.2 million in regulatory assets under management on its Form ADV.

How many employees does Wealth Management Resources, Inc. have?

Wealth Management Resources, Inc. reports 9 employees.

Where is Wealth Management Resources, Inc. located?

Wealth Management Resources, Inc. is based in Smithfield, RI and has been SEC-registered since 2000.

Does Wealth Management Resources, Inc. disclose fund performance?

Wealth Management Resources, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address28 Cedar Swamp Road, Suite One, Smithfield, RI 02917
Phone(401) 356-1400
Fax(401) 356-0688
Office hours8:30a.m. To 5:00p.m.
SEC regionBoston Regional Office (BRO)
CIK1063516
Discloses disciplinary historyNo

Assets under management

Discretionary$358.4M
Non-discretionary$26.9M
Total (RAUM)$385.2M