Wealth Management Resources, Inc.
Firm details
- Headquarters
- Smithfield, Rhode Island
- CRD number
- 45452
- Registered since
- February 18, 2000
- Website
- wealthmanagers.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
- Client types
- Individuals50.07%
- HNWI41.82%
- Pension & Profit Sharing Plans6.77%
- Charitable Organizations0.83%
- Corporations / Businesses0.52%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Wealth Management Resources, Inc. is an independent registered investment adviser that has been SEC-registered since 2000 and is owned by an individual. The firm serves both individuals and families as well as institutional clients and combines advisory services with broker-dealer and insurance activities. Its advisory offerings include financial planning, portfolio management for individuals, small businesses and institutions, and educational seminars. The firm's client billing mixes percentage-of-AUM, hourly and fixed fees, and commission-based arrangements. ESG investing is not identified as an emphasis.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds88%
- Cash & Cash Equivalents10%
- Exchange Traded Equities2%
Contacts
3 of 7
Arthur Everly
PresidentCRD 708891
Christopher DiPetrillo
Client ServicesCRD 7350047
Scott Everly
Executive Vice PresidentCRD 6488691
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 43Active vs passive
$383M in ETFs
88%
$335M
8%
$47.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO S&P 500 QUALITY ETF (SPHQ) | Invesco | Passive | Large Blend | $43.2M | 478,990 | 11.28% |
Location
Smithfield, RI
Providence
Location
Smithfield, RI
Headquartered in Smithfield, RI, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Providence
- Address
- 28 Cedar Swamp Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
NCU Investment Solutions
RIASmithfield, RI
Fiam LLC
RIASmithfield, RI
Axis Wealth Partners, LLC
RIAEast Providence, RI
Signet Investment Advisory Group, Inc.
RIAProvidence, RI
The Retirement Planning Company Of New England, Inc.
RIAWarwick, RI
Hall Capital Management Company, Inc.
RIABarrington, RI