← Tributary

WEALTH MANAGEMENT RESOURCES, INC.

SMITHFIELD, RI · CRD 45452 · IAPD ↗ · wealthmanagers.com · (401) 356-1400

$385.2MRegulatory AUM
6Advisory reps
9Employees
0Clients
1-10Planning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
June 2026 — WEALTH MANAGEMENT RESOURCES, INC. notice-filed in NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
February 2026 — WEALTH MANAGEMENT RESOURCES, INC. notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
December 2025 — WEALTH MANAGEMENT RESOURCES, INC. notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
July 2025 — WEALTH MANAGEMENT RESOURCES, INC. notice-filed in ME.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
February 2024 — WEALTH MANAGEMENT RESOURCES, INC. reported RAUM up 30% ($261.0M -> $339.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.