Investment adviser · CRD 45452
WEALTH MANAGEMENT RESOURCES, INC.
Investment adviser filing (IA)
SMITHFIELD, RI, United States · Form ADV filed Sep 21, 2026
- Regulatory AUM
- $385M Form ADV · Item 5.F
- Client accounts
- 1,508 Accounts, not individual clients
- Employees
- 9 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 521 | $192,871,043 | 50.1% |
| High-net-worth individuals | 69 | $161,072,650 | 41.8% |
| Retirement plans | 19 | $26,084,067 | 6.8% |
| Charities | 13 | $3,181,217 | 0.8% |
| Corporations & businesses | Fewer than 5 | $1,991,663 | 0.5% |
Filing source
Form ADV 2133196 · Sep 21, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 21, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed · Commissions
Principal office
28 CEDAR SWAMP ROAD, SUITE ONESMITHFIELD, RI, 02917, United States
CRD 45452
Filing source
Form ADV 2133196 · Sep 21, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.