Wealth Management Resources, Inc.
Wealth Management Resources, Inc. is an SEC-registered mass-market adviser in Smithfield, RI with $385.2M assets under management (AUM, regulatory AUM), +0% over one year. See who owns Wealth Management Resources, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 45452, SEC 801-57281, data through 2026-05-21.
- AUM (assets under management / regulatory AUM)
- $385.2M (2026-05-21)
- Firm type
- Mass-Market Adviser
- Location
- Smithfield, RI
- Employees
- 9
- Clients
- 622
- CRD
- 45452
- Ownership
- WARDYGA, ALAN STEPHEN; EVERLY, ARTHUR CLAYTON; WORTHLEY, KEVIN R; NEELY, KIMBERLY BETH; EVERLY, SCOTT
How much AUM does Wealth Management Resources, Inc. have?
Wealth Management Resources, Inc. reported $385.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-21).
Who owns Wealth Management Resources, Inc.?
Disclosed owners and executives of Wealth Management Resources, Inc. include WARDYGA, ALAN STEPHEN, EVERLY, ARTHUR CLAYTON, WORTHLEY, KEVIN R, NEELY, KIMBERLY BETH, EVERLY, SCOTT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.