SMITHFIELD, RICRD 45452Latest ADV January 29, 2026
Wealth Management Resources, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Smithfield, RI. Its latest Form ADV filing, dated January 29, 2026, reports $385M in regulatory assets under management, 9 employees, and 1,508 accounts.
Assets Under Management
$385M
Employees
9
Offices
--
Total Clients
622
Primary office
SMITHFIELD, RI
28 CEDAR SWAMP ROAD, SUITE ONE, SMITHFIELD, RI, United States
Top client segmentIndividuals represent 83.8% of total clients.
Top client categories% of clientsClients
1
Individuals
83.8%
521
2
HNWI
11.1%
69
3
Pension Plans
3.1%
19
4
Charitable
2.1%
13
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$385Mas of January 29, 2026
Discretionary94.6%
$364M
95% of total RAUM94.6%
Non-discretionary5.4%
$21M
5% of total RAUM5.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$385M
Total Accounts1,508
10Y AUM Change+$236M (+158.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee69:1
10Y Employee Change+6 (+200.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.