Wealth Management Resources, Inc.

Wealth Management Resources, Inc. (CRD# 45452) is a financial advisory firm headquartered in Smithfield, RI. They manage $191,182,333 in 1,038 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    191
    MILLION
  • Total Number of Accounts
    1,038
    ACCOUNTS
  • Average Account Value
    $184,183
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, MA, NH, NJ, NY, RI, TX

Financial Advisors at Wealth Management Resources, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
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 40 years of experience in the finance industry.

2
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 5 years of experience in the finance industry.

3
Alexander M. Medici
CRD#: 5738695
28 Cedar Swamp Road, Suite One, Smithfield, RI 02917

Alexander Medici (CRD# 5738695) is an Investment Advisor Representative working at Wealth Management Resources, Inc. in Smithfield, RI and has over 10 years of experience in the finance industry.

4
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 20 years of experience in the finance industry. Kevin Worthley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
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 1 year of experience in the finance industry.

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