WEALTH MANAGEMENT RESOURCES, INC.
CRD #45452 SEC #801-57281 SMITHFIELD, RI (401) 356-1400
SEC Registered
Total AUM
$385.2M
Discretionary
$358.4M
Employees
9
Clients
1
Accounts
1,397
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $385.2M | $358.4M | $26.9M | 9 | 0 |
| Jul 2025 | $385.2M | $358.4M | $26.9M | 9 | 0 |
| Jun 2025 | $385.2M | $358.4M | $26.9M | 9 | 0 |
| Apr 2025 | $385.2M | $358.4M | $26.9M | 9 | 0 |
| Feb 2025 | $385.2M | $358.4M | $26.9M | 9 | 0 |
| Feb 2024 | $339.3M | $314.7M | $24.6M | 10 | 0 |
| Sep 2023 | $261M | $249.7M | $11.3M | 10 | 0 |
| Sep 2023 | $261M | $249.7M | $11.3M | 10 | 0 |
| Jun 2023 | $261M | $249.7M | $11.3M | 11 | 0 |
| May 2023 | $261M | $249.7M | $11.3M | 11 | 0 |
| Feb 2023 | $261M | $249.7M | $11.3M | 11 | 0 |
| Sep 2022 | $296.9M | $287.2M | $9.8M | 5 | 0 |
| Aug 2022 | $296.9M | $287.2M | $9.8M | 5 | 0 |
| Jul 2022 | $296.9M | $287.2M | $9.8M | 5 | 0 |
| Jun 2022 | $296.9M | $287.2M | $9.8M | 5 | 0 |
| Feb 2022 | $296.9M | $287.2M | $9.8M | 5 | 0 |
| Nov 2021 | $213.6M | $195.1M | $18.5M | 5 | 0 |
| Apr 2021 | $213.6M | $195.1M | $18.5M | 5 | 0 |
| Feb 2021 | $213.6M | $195.1M | $18.5M | 5 | 0 |
| Feb 2021 | $213.6M | $195.1M | $18.5M | 5 | 0 |
| Nov 2020 | $191.2M | $176.6M | $14.6M | 4 | 0 |
| Aug 2020 | $191.2M | $176.6M | $14.6M | 4 | 0 |
| Jun 2020 | $191.2M | $176.6M | $14.6M | 4 | 0 |
| Jun 2020 | $191.2M | $176.6M | $14.6M | 4 | 0 |
| Feb 2020 | $191.2M | $176.6M | $14.6M | 4 | 0 |
| Jul 2019 | $141.1M | $141.1M | $0 | 4 | 9 |
| Jul 2019 | $141.1M | $141.1M | $0 | 4 | 9 |
| Jul 2019 | $141.1M | $141.1M | $0 | 4 | 9 |
| Mar 2019 | $141.1M | $141.1M | $0 | 4 | 9 |
| May 2018 | $165.8M | $165.8M | $0 | 4 | 14 |
| Feb 2018 | $165.8M | $165.8M | $0 | 4 | 14 |
| Jun 2017 | $148.9M | $148.9M | $0 | 3 | 500 |
| Apr 2017 | $148.9M | $148.9M | $0 | 3 | 500 |
| Mar 2017 | $148.9M | $148.9M | $0 | 3 | 500 |
| Feb 2016 | $139.4M | $139.4M | $0 | 4 | 500 |
| Nov 2015 | $141.5M | $141.5M | $0 | 3 | 680 |
| Jul 2015 | $141.5M | $141.5M | $0 | 3 | 680 |
| Mar 2015 | $141.5M | $141.5M | $0 | 3 | 680 |
| May 2014 | $129.7M | $129.7M | $0 | 4 | 483 |
| Mar 2014 | $129.7M | $129.7M | $0 | 4 | 483 |
| Feb 2014 | $129.7M | $129.7M | $0 | 4 | 483 |
| Feb 2014 | $129.7M | $129.7M | $0 | 4 | 483 |
| Apr 2013 | $103M | $103M | $0 | 4 | 343 |
| Mar 2013 | $103M | $103M | $0 | 4 | 343 |
| Apr 2012 | $91.6M | $91.6M | $0 | 1 | 315 |
| Feb 2012 | $91.6M | $91.6M | $0 | 1 | 315 |
| Mar 2011 | $92.2M | $92.2M | $0 | 5 | -- |
| Feb 2008 | $84M | $84M | $0 | 5 | -- |
| Jan 2007 | $71.6M | $71.6M | $0 | 5 | -- |
| Feb 2006 | $58.7M | $58.7M | $0 | 5 | -- |
| Oct 2005 | $57.5M | $57.5M | $0 | 5 | -- |
| Feb 2005 | $57.5M | $57.5M | $0 | 5 | -- |
| Jan 2005 | $48.9M | $48.9M | $0 | 5 | -- |
| Apr 2004 | $48.9M | $48.9M | $0 | 5 | -- |
| Apr 2002 | $40.7M | $40.7M | $0 | 5 | -- |
DateOct 2025
Total AUM$385.2M
Discretionary$358.4M
Non-Disc.$26.9M
Employees9
Clients0
DateJul 2025
Total AUM$385.2M
Discretionary$358.4M
Non-Disc.$26.9M
Employees9
Clients0
DateJun 2025
Total AUM$385.2M
Discretionary$358.4M
Non-Disc.$26.9M
Employees9
Clients0
DateApr 2025
Total AUM$385.2M
Discretionary$358.4M
Non-Disc.$26.9M
Employees9
Clients0
DateFeb 2025
Total AUM$385.2M
Discretionary$358.4M
Non-Disc.$26.9M
Employees9
Clients0
DateFeb 2024
Total AUM$339.3M
Discretionary$314.7M
Non-Disc.$24.6M
Employees10
Clients0
DateSep 2023
Total AUM$261M
Discretionary$249.7M
Non-Disc.$11.3M
Employees10
Clients0
DateSep 2023
Total AUM$261M
Discretionary$249.7M
Non-Disc.$11.3M
Employees10
Clients0
DateJun 2023
Total AUM$261M
Discretionary$249.7M
Non-Disc.$11.3M
Employees11
Clients0
DateMay 2023
Total AUM$261M
Discretionary$249.7M
Non-Disc.$11.3M
Employees11
Clients0
DateFeb 2023
Total AUM$261M
Discretionary$249.7M
Non-Disc.$11.3M
Employees11
Clients0
DateSep 2022
Total AUM$296.9M
Discretionary$287.2M
Non-Disc.$9.8M
Employees5
Clients0
DateAug 2022
Total AUM$296.9M
Discretionary$287.2M
Non-Disc.$9.8M
Employees5
Clients0
DateJul 2022
Total AUM$296.9M
Discretionary$287.2M
Non-Disc.$9.8M
Employees5
Clients0
DateJun 2022
Total AUM$296.9M
Discretionary$287.2M
Non-Disc.$9.8M
Employees5
Clients0
DateFeb 2022
Total AUM$296.9M
Discretionary$287.2M
Non-Disc.$9.8M
Employees5
Clients0
DateNov 2021
Total AUM$213.6M
Discretionary$195.1M
Non-Disc.$18.5M
Employees5
Clients0
DateApr 2021
Total AUM$213.6M
Discretionary$195.1M
Non-Disc.$18.5M
Employees5
Clients0
DateFeb 2021
Total AUM$213.6M
Discretionary$195.1M
Non-Disc.$18.5M
Employees5
Clients0
DateFeb 2021
Total AUM$213.6M
Discretionary$195.1M
Non-Disc.$18.5M
Employees5
Clients0
DateNov 2020
Total AUM$191.2M
Discretionary$176.6M
Non-Disc.$14.6M
Employees4
Clients0
DateAug 2020
Total AUM$191.2M
Discretionary$176.6M
Non-Disc.$14.6M
Employees4
Clients0
DateJun 2020
Total AUM$191.2M
Discretionary$176.6M
Non-Disc.$14.6M
Employees4
Clients0
DateJun 2020
Total AUM$191.2M
Discretionary$176.6M
Non-Disc.$14.6M
Employees4
Clients0
DateFeb 2020
Total AUM$191.2M
Discretionary$176.6M
Non-Disc.$14.6M
Employees4
Clients0
DateJul 2019
Total AUM$141.1M
Discretionary$141.1M
Non-Disc.$0
Employees4
Clients9
DateJul 2019
Total AUM$141.1M
Discretionary$141.1M
Non-Disc.$0
Employees4
Clients9
DateJul 2019
Total AUM$141.1M
Discretionary$141.1M
Non-Disc.$0
Employees4
Clients9
DateMar 2019
Total AUM$141.1M
Discretionary$141.1M
Non-Disc.$0
Employees4
Clients9
DateMay 2018
Total AUM$165.8M
Discretionary$165.8M
Non-Disc.$0
Employees4
Clients14
DateFeb 2018
Total AUM$165.8M
Discretionary$165.8M
Non-Disc.$0
Employees4
Clients14
DateJun 2017
Total AUM$148.9M
Discretionary$148.9M
Non-Disc.$0
Employees3
Clients500
DateApr 2017
Total AUM$148.9M
Discretionary$148.9M
Non-Disc.$0
Employees3
Clients500
DateMar 2017
Total AUM$148.9M
Discretionary$148.9M
Non-Disc.$0
Employees3
Clients500
DateFeb 2016
Total AUM$139.4M
Discretionary$139.4M
Non-Disc.$0
Employees4
Clients500
DateNov 2015
Total AUM$141.5M
Discretionary$141.5M
Non-Disc.$0
Employees3
Clients680
DateJul 2015
Total AUM$141.5M
Discretionary$141.5M
Non-Disc.$0
Employees3
Clients680
DateMar 2015
Total AUM$141.5M
Discretionary$141.5M
Non-Disc.$0
Employees3
Clients680
DateMay 2014
Total AUM$129.7M
Discretionary$129.7M
Non-Disc.$0
Employees4
Clients483
DateMar 2014
Total AUM$129.7M
Discretionary$129.7M
Non-Disc.$0
Employees4
Clients483
DateFeb 2014
Total AUM$129.7M
Discretionary$129.7M
Non-Disc.$0
Employees4
Clients483
DateFeb 2014
Total AUM$129.7M
Discretionary$129.7M
Non-Disc.$0
Employees4
Clients483
DateApr 2013
Total AUM$103M
Discretionary$103M
Non-Disc.$0
Employees4
Clients343
DateMar 2013
Total AUM$103M
Discretionary$103M
Non-Disc.$0
Employees4
Clients343
DateApr 2012
Total AUM$91.6M
Discretionary$91.6M
Non-Disc.$0
Employees1
Clients315
DateFeb 2012
Total AUM$91.6M
Discretionary$91.6M
Non-Disc.$0
Employees1
Clients315
DateMar 2011
Total AUM$92.2M
Discretionary$92.2M
Non-Disc.$0
Employees5
Clients--
DateFeb 2008
Total AUM$84M
Discretionary$84M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$71.6M
Discretionary$71.6M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$58.7M
Discretionary$58.7M
Non-Disc.$0
Employees5
Clients--
DateOct 2005
Total AUM$57.5M
Discretionary$57.5M
Non-Disc.$0
Employees5
Clients--
DateFeb 2005
Total AUM$57.5M
Discretionary$57.5M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$48.9M
Discretionary$48.9M
Non-Disc.$0
Employees5
Clients--
DateApr 2004
Total AUM$48.9M
Discretionary$48.9M
Non-Disc.$0
Employees5
Clients--
DateApr 2002
Total AUM$40.7M
Discretionary$40.7M
Non-Disc.$0
Employees5
Clients--