Wealth Management Resources, Inc.

Wealth Management Resources, Inc. (CRD# 45452) is a financial advisory firm headquartered in Smithfield, RI. They manage $339,336,377 in 1,450 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
28 Cedar Swamp Road, Suite One, Smithfield, RI 02917
https://wealthmanagers.com
By the Numbers
  • Total Assets Under Management
    339
    MILLION
  • Total Number of Accounts
    1,450
    ACCOUNTS
  • Average Account Value
    $234,025
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, FL, MA, NC, NH, NY, RI, TX, VT

Financial Advisors at Wealth Management Resources, Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Arthur Everly, financial advisor Smithfield RI
Arthur C. Everly
CRD#: 708891
28 Cedar Swamp Road, Suite One, Smithfield, RI 02917

Arthur Everly (CRD# 708891) is an Investment Advisor Representative working at Wealth Management Resources, Inc. in Smithfield, RI and has over 43 years of experience in the finance industry.

2
Scott Everly, financial advisor Smithfield RI
Scott Everly
CRD#: 6488691
28 Cedar Swamp Road, Suite One, Smithfield, RI 02917

Scott Everly (CRD# 6488691) is an Investment Advisor Representative working at Wealth Management Resources, Inc. in Smithfield, RI and has over 8 years of experience in the finance industry.

3
Kevin Worthley, financial advisor Smithfield RI
Kevin R. Worthley
CRD#: 4089865
28 Cedar Swamp Road, Suite One, Smithfield, RI 02917

Kevin Worthley (CRD# 4089865) is an Investment Advisor Representative working at Wealth Management Resources, Inc. in Smithfield, RI and has over 24 years of experience in the finance industry.

4
Todd Casazza, financial advisor Smithfield RI
Todd M. Casazza
CRD#: 4425018
28 Cedar Swamp Road, Suite One, Smithfield, RI 02917

Todd Casazza (CRD# 4425018) is an Investment Advisor Representative working at Wealth Management Resources, Inc. in Smithfield, RI and has over 17 years of experience in the finance industry.

5
Patrick Diamond, financial advisor Smithfield RI
Patrick G. Diamond
CRD#: 6533658
28 Cedar Swamp Road, Suite One, Smithfield, RI 02917

Patrick Diamond (CRD# 6533658) is an Investment Advisor Representative working at Wealth Management Resources, Inc. in Smithfield, RI and has over 3 years of experience in the finance industry.

6
Jeremy Lawton, financial advisor Smithfield RI
Jeremy A. Lawton
CRD#: 7275985
28 Cedar Swamp Road, Suite One, Smithfield, RI 02917

Jeremy Lawton (CRD# 7275985) is an Investment Advisor Representative working at Wealth Management Resources, Inc. in Smithfield, RI and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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