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| Wealth Management Resources Inc
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|
|---|---|
| CRD # | 45452 |
| SEC # | 801-57281 |
| CIK # | 0001063516 |
| AUM | $385.2 M (2026-05-21) |
| Employees | 9 (67% Investors, 22% Brokers) |
| Phone | 401-356-1400 |
| Address | 28 Cedar Swamp Road Smithfield, RI 02917 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 521 | 192.9 |
| (b) Individuals (high net worth individuals) | 69 | 161.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 19 | 26.1 |
| (h) Charitable organizations | 13 | 3.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 2.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,508 | 385.2 |
| By Discretionary | ||
| Discretionary | 1,494 | 364.3 |
| Non-Discretionary | 14 | 20.9 |
| Total | 1,508 | 385.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 385.2 | |
| Total | 1,508 | 385.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001063516] |
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|---|---|---|
|
Vermillion Financial Advisors Inc
✚
|
IL | 0.4 |
|
Canter Strategic Wealth Management LLC
✚
|
CA | 0.4 |
|
Alternative Investment Advisors LLC
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|
Elevate Wealth Advisory Inc
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GA | 0.4 |
|
Realta Investment Advisors Inc
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DE | 0.4 |
|
Vista Investment Partners II LLC
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|
The Strategic Financial Alliance Inc
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GA | 0.4 |
|
Wolff Wiese Magana LLC
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|
CA | 0.4 |
|
Pecaut & Co
✚
|
IA | 0.4 |
|
IMS Capital Management LLC
✚
|
OR | 0.4 |