Wealth Management Resources, Inc.
● SEC registered since 2000CRD 45452SEC# 801-57281Smithfield, RI
Reg. AUM
$385.2M
Employees
9
Accounts
1,508
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.
Wealth Management Resources, Inc. owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Arthur Clayton Everly Control | Shareholder | 10-25% | 1994 |
| Kevin R. Worthley Control | Chief Compliance Officer | Under 5% | 2019 |
| Kevin R. Worthley Control | Executive Vice President | Under 5% | 2017 |
| Marissa Lynn Duckworth | Shareholder | 10-25% | 2025 |
| Scott G. Everly Control | Executive Vice President And Registered Representative | 25-50% | 2019 |
| Todd Michael Casazza Control | President, Investment Advisor Representative, And Registered Representative | 25-50% | 2025 |
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
| Address | 28 Cedar Swamp Road, Suite One, Smithfield, RI 02917 |
| Phone | (401) 356-1400 |
| Fax | (401) 356-0688 |
| Office hours | 8:30a.m. To 5:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1063516 |
| Discloses disciplinary history | No |
Regulatory AUM
$385.2MNo change
Feb '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 55%
Larger than 45% of 16,306 advisers
EmployeesTop 43%
More than 57% of 16,824 advisers
Assets under management
$385.2Mregulatory AUM
Discretionary $364.3MNon-discretionary $20.9M