WEALTH MANAGEMENT RESOURCES, INC.
SEC file number 801-57281
· SMITHFIELD, RI
https://resources.org ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$339.3M
Discretionary AUM
$314.7M
Employees
10
Clients
—
Firm
- Address
- 28 CEDAR SWAMP ROAD
SMITHFIELD, RI 02917 - Phone
- —
- Website
- https://resources.org
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 1, 2026
Possible Form D name matches (not verified)
- RLS Wealth Management LP LLC Medium name-match confidence · CIK 2138502 · NC
- Redstone Wealth Management Co., Ltd. Medium name-match confidence · CIK 2112381 · CO
- US Wealth Management Ventures, LLC Medium name-match confidence · CIK 1993605 · NY
- Resource Management Service, LLC Medium name-match confidence · CIK 1649975 · AL
- Cantata Wealth Management, LLC Medium name-match confidence · CIK 2051140 · FL
- ARCADIA WEALTH MANAGEMENT LLC\GA Medium name-match confidence · CIK 2132232 · GA
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RLS Wealth Management LP LLC · D · Jun 4, 2026$1.2M
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Resource Management Service, LLC · D/A · May 14, 2026$3.5M
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Resource Management Service, LLC · D · May 14, 2026$3.5M
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ARCADIA WEALTH MANAGEMENT LLC\GA · D · Apr 29, 2026
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Redstone Wealth Management Co., Ltd. · D · Feb 20, 2026$100M
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US Wealth Management Ventures, LLC · D · Nov 24, 2025$5M
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Cantata Wealth Management, LLC · D/A · Oct 10, 2025$2M
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Resource Management Service, LLC · D · Oct 2, 2025$2.2M
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Cantata Wealth Management, LLC · D · Feb 19, 2025$2M