WEALTH MANAGEMENT RESOURCES, INC.
SEC Form ADV profile.
Total regulatory AUM
$385,200,640
Discretionary
$364,293,712
Non-discretionary
$20,906,928
Firm details
- CRD number
- 45452
- SEC file number
- 801-57281
- Main office
- SMITHFIELD, RI, United States
- Employees
- 9
- SEC status
- Approved
- Website
- https://wealthmanagers.com
- Fee structure
-
Percentage of AUM Hourly Fixed fees Commissions
As of October 2026.