WEALTH MANAGEMENT RESOURCES, INC.

28 Cedar Swamp Road
Suite One
Smithfield, Rhode Island 02917
Tel: (401) 356-1400

About WEALTH MANAGEMENT RESOURCES, INC.

WEALTH MANAGEMENT RESOURCES, INC, formally registered with the SEC as WEALTH MANAGEMENT RESOURCES, INC. The firm was established in 02/18/2000. They have over 1 offices throughout the country.

WEALTH MANAGEMENT RESOURCES, INC. is a Smithfield, Rhode Island based Financial Planning firm with nearly $385,218,918 assets under management, offering retirement planning & investment advisory services to 1397 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	45452
SEC#	801-57281
Assets Managed by Firm	$385,218,918
No. of Clients	1397
No. of Advisors	9

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Commission Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1397	$385,218,918
Individuals (other than high net worth individuals)	514	$171,957,265
High net worth individuals	59	$186,031,097
Pension and profit sharing plans	15	$22,677,030
Charitable organizations	10	$2,317,259
Corporations or other businesses	Fewer than 5 clients	$2,236,267

More Retirement Planning firms in Smithfield, Rhode Island:

Firm Name	Assets Under Management	Total Clients	Total Advisors
FIAM LLC 900 Salem Street Smithfield, RI, 02917	$219,221,467,379	605	168
PROVIDENCE EQUITY PARTNERS L.L.C. 50 Kennedy Plaza 18th Floor Providence, RI, 02903	$24,631,658,238	40	143
CITIZENS SECURITIES, INC. One Citizens Bank Way, Jcb135 Johnston, RI, 02043	$9,188,004,183	53044	418
NAUTIC PARTNERS, LLC 50 Kennedy Plaza, 17th Floor Providence, RI, 02903-2393	$7,825,588,486	19	70
PARSONS CAPITAL MANAGEMENT INC 40 Westminster Street Ste 400 Providence, RI, 02903	$1,879,594,055	1833	21

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