WEALTH MANAGEMENT RESOURCES, INC.

SMITHFIELD, RI

(401) 356-1400

SEC #801-57281

Total AUM

$385.2M

Employees

Clients

623

Firm overview

Client Breakdown by AUM

AUM previous 5 years

Smooth Smooth / Detailed

Business

Principal Address

28 CEDAR SWAMP ROAD
SUITE ONE
SMITHFIELD
RI 02917
United States

Operating Hours

8:30AM TO 5:00PM
Monday - Friday

Phone

(401) 356-1400

Financials

Total AUM

$385.2M

Accounts

1,508

Discretionary

$364.3M

Accounts

1,494

Non-Discretionary

$20.9M

Accounts

Clients

View more in analytics →

Individual Clients

521

AUM

$192.9M

HNW Individual Clients

AUM

$161.1M

Pension/Profit Sharing Plan Clients

AUM

$26.1M

Charitable Organization Clients

AUM

$3.2M

Corporation or Business Clients

AUM

$2M

Services

View ADV Part 2 brochures →

Services Offered

EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management

Compensation Types

Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Compliance

Disclosures

None reported

State Registrations

CACTFLMAMENCNHNJNYRISCTXVT

Affiliates

View all affiliates →

Affiliates

Reported 1 business affiliate.

Claimed Affiliates

Reported as an affiliate by 0 other businesses.