WEALTH MANAGEMENT RESOURCES, INC.

SMITHFIELD, Rhode Island·6 registered advisors·CRD# 45452
SEC# 801-572810(401) 356-1400
01

Firm Overview

AUM
$339M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at WEALTH MANAGEMENT RESOURCES, INC.

6 registered advisors
Alan Stephen Wardyga
N. SMITHFIELD, Rhode Island
Alexander Mark Medici
SMITHFIELD, Rhode Island
Arthur Clayton Everly
SMITHFIELD, Rhode Island
Kevin R Worthley
SMITHFIELD, Rhode Island
Kimberly Beth Neely
SMITHFIELD, Rhode Island
Scott Everly
SMITHFIELD, Rhode Island
05

Office Locations

SMITHFIELD, Rhode Island
5 advisors
N. SMITHFIELD, Rhode Island
1 advisor

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Data sourced from SEC Form ADV filings. WEALTH MANAGEMENT RESOURCES, INC. (CRD# 45452) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.