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| Wealth Management Resources Inc
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| |
|---|---|
| CRD # | 45452 |
| SEC # | 801-57281 |
| CIK # | 0001063516 |
| AUM | $339.3 MM (2024-02-02) |
| Employees | 10 (60% Investors, 20% Brokers) |
| Phone | 401-356-1400 |
| Address | 28 Cedar Swamp Road Smithfield, RI 02917 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 527 | 172.8 |
| (b) Individuals (high net worth individuals) | 60 | 142.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 17 | 20.5 |
| (h) Charitable organizations | 9 | 1.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 2.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,450 | 339.3 |
| By Discretionary | ||
| Discretionary | 1,434 | 314.7 |
| Non-Discretionary | 16 | 24.6 |
| Total | 1,450 | 339.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 339.3 | |
| Total | 1,450 | 339.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001063516] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Mountain Hill Investment Partners
✚
|
NJ | 0.3 |
|
Carmichael Hill & Associates Inc
✚
|
MD | 0.3 |
|
Sterling Group Wealth Management LLC
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|
CA | 0.3 |
|
Nova Financial LLC
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|
AZ | 0.3 |
|
Cascade Investment Group Inc
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|
CO | 0.3 |
|
Professional Financial Advisors Inc
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|
PA | 0.3 |
|
Armor Investment Advisors LLC
✚
|
NC | 0.3 |
|
M1 Capital Management
✚
|
MI | 0.3 |
|
Barnes Wealth Management Group Inc
✚
|
CA | 0.3 |
|
Arcadia Wealth Management LLC
✚
|
NH | 0.3 |