Wealth Management Resources, Inc.

RIASEC RegisteredEst. 2000

Total AUM

$385M

Discretionary

$364M

95% of AUM

Avg account

$255K

Accounts

1,508

Employees

Advisory reps

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

FINTRX

Overview

Wealth Management Resources, Inc. is an independent registered investment adviser organized as a corporation and operating since 2000. The firm combines advisory services with broker-dealer and insurance distribution activities, positioning itself as a hybrid adviser that serves both individual/family clients and institutional accounts. Its advisory offerings include financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and educational seminars or workshops. Fee arrangements are varied — percentage of AUM, hourly and fixed fees, and commissions — reflecting a mix of fee-based and transactional relationships. The firm does not identify as an active ESG investor and is not structured as a capital allocator.