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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Rhode Island
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 28, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CASAZZA, TODD, MICHAEL | I | PRESIDENT | NA | Control |
| CASAZZA, TODD, MICHAEL | I | PRESIDENT | NA | Control |
| NEELY, KIMBERLY BETH | I | FINOP | NA | |
| NEELY, KIMBERLY BETH | I | FINOP | NA | |
| NEELY, KIMBERLY BETH | I | FINOP | NA | |
| NEELY, KIMBERLY BETH | I | FINOP | NA | |
| NEELY, KIMBERLY BETH | I | FINOP | NA | |
| NEELY, KIMBERLY BETH | I | FINOP | NA | |
| NEELY, KIMBERLY BETH | I | FINOP | NA | |
| NEELY, KIMBERLY BETH | I | FINOP | NA | |
| NEELY, KIMBERLY BETH | I | FINOP | NA | |
| NEELY, KIMBERLY BETH | I | FINOP | NA | |
| NEELY, KIMBERLY BETH | I | FINOP | NA | |
| NEELY, KIMBERLY BETH | I | FINOP | NA | |
| WORTHLEY, KEVIN R | I | EXECUTIVE VICE PRESIDENT AND SECRETARY | NA | |
| WORTHLEY, KEVIN R | I | EXECUTIVE VICE PRESIDENT AND SECRETARY | NA | |
| WORTHLEY, KEVIN R | I | EXECUTIVE VICE PRESIDENT AND SECRETARY | NA | |
| WORTHLEY, KEVIN R | I | EXECUTIVE VICE PRESIDENT AND SECRETARY | NA | |
| WORTHLEY, KEVIN R | I | EXECUTIVE VICE PRESIDENT AND SECRETARY | NA | |
| WORTHLEY, KEVIN R | I | EXECUTIVE VICE PRESIDENT AND SECRETARY | NA | |
| WORTHLEY, KEVIN R | I | EXECUTIVE VICE PRESIDENT AND SECRETARY | NA | |
| WORTHLEY, KEVIN R | I | EXECUTIVE VICE PRESIDENT AND SECRETARY | NA | |
| WORTHLEY, KEVIN R | I | EXECUTIVE VICE PRESIDENT AND SECRETARY | NA | |
| WORTHLEY, KEVIN R | I | EXECUTIVE VICE PRESIDENT AND SECRETARY | NA | |
| WORTHLEY, KEVIN R | I | EXECUTIVE VICE PRESIDENT AND SECRETARY | NA | |
| WORTHLEY, KEVIN R | I | EXECUTIVE VICE PRESIDENT AND SECRETARY | NA | |
| WORTHLEY, KEVIN R | I | EXECUTIVE VICE PRESIDENT AND SECRETARY | NA | |
| WORTHLEY, KEVIN R | I | EXECUTIVE VICE PRESIDENT AND SECRETARY | NA | |
| EVERLY, ARTHUR CLAYTON | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| EVERLY, ARTHUR CLAYTON | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| EVERLY, ARTHUR CLAYTON | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| EVERLY, ARTHUR CLAYTON | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| EVERLY, ARTHUR CLAYTON | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| EVERLY, ARTHUR CLAYTON | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| EVERLY, ARTHUR CLAYTON | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| EVERLY, ARTHUR CLAYTON | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| EVERLY, ARTHUR CLAYTON | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| EVERLY, ARTHUR CLAYTON | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| EVERLY, ARTHUR CLAYTON | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| EVERLY, ARTHUR CLAYTON | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| EVERLY, ARTHUR CLAYTON | I | EXECUTIVE VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| EVERLY, ARTHUR CLAYTON | I | EXECUTIVE VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| EVERLY, ARTHUR CLAYTON | I | EXECUTIVE VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| EVERLY, ARTHUR CLAYTON | I | EXECUTIVE VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| EVERLY, ARTHUR CLAYTON | I | EXECUTIVE VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| EVERLY, ARTHUR CLAYTON | I | EXECUTIVE VICE PRESIDENT | D | Control |
| EVERLY, ARTHUR CLAYTON | I | EXECUTIVE VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| EVERLY, ARTHUR CLAYTON | I | EXECUTIVE VICE PRESIDENT | D | Control |
| EVERLY, ARTHUR CLAYTON | I | EXECUTIVE VICE PRESIDENT | D | Control |
| EVERLY, ARTHUR CLAYTON | I | EXECUTIVE VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| EVERLY, ARTHUR CLAYTON | I | EXECUTIVE VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| EVERLY, ARTHUR CLAYTON | I | EXECUTIVE VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| EVERLY, ARTHUR CLAYTON | I | EXECUTIVE VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| EVERLY, ARTHUR CLAYTON | I | EXECUTIVE VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| EVERLY, ARTHUR CLAYTON | I | EXECUTIVE VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| EVERLY, ARTHUR CLAYTON | I | EXECUTIVE VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| EVERLY, ARTHUR CLAYTON | I | EXECUTIVE VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| EVERLY, ARTHUR CLAYTON | I | EXECUTIVE VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| EVERLY, ARTHUR CLAYTON | I | EXECUTIVE VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| EVERLY, ARTHUR CLAYTON | I | EXECUTIVE VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| EVERLY, ARTHUR CLAYTON | I | EXECUTIVE VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| EVERLY, ARTHUR CLAYTON | I | EXECUTIVE VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| EVERLY, ARTHUR CLAYTON | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| EVERLY, ARTHUR CLAYTON | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| EVERLY, ARTHUR CLAYTON | I | PRESIDENT | D | Control |
| EVERLY, ARTHUR CLAYTON | I | PRESIDENT | D | Control |
| EVERLY, ARTHUR CLAYTON | I | PRESIDENT | D | Control |
| EVERLY, ARTHUR CLAYTON | I | PRESIDENT | D | Control |
| EVERLY, ARTHUR CLAYTON | I | PRESIDENT | D | Control |
| EVERLY, ARTHUR CLAYTON | I | PRESIDENT | D | Control |
| EVERLY, ARTHUR CLAYTON | I | PRESIDENT | D | Control |
| EVERLY, ARTHUR CLAYTON | I | PRESIDENT | D | Control |
| EVERLY, ARTHUR CLAYTON | I | PRESIDENT | D | Control |
| EVERLY, ARTHUR CLAYTON | I | PRESIDENT | D | Control |
| EVERLY, ARTHUR CLAYTON | I | PRESIDENT | D | Control |
| EVERLY, ARTHUR CLAYTON | I | PRESIDENT | D | Control |
| EVERLY, ARTHUR CLAYTON | I | PRESIDENT | D | Control |
| EVERLY, ARTHUR CLAYTON | I | PRESIDENT | D | Control |
| EVERLY, ARTHUR CLAYTON | I | PRESIDENT | D | Control |
| EVERLY, ARTHUR CLAYTON | I | PRESIDENT | D | Control |
| EVERLY, ARTHUR, CLAYTON | I | SHAREHOLDER | D | Control |
| EVERLY, ARTHUR, CLAYTON | I | SHAREHOLDER | D | Control |
| WARDYGA, ALAN STEPHEN | I | PRESIDENT | D | Control |
| WARDYGA, ALAN STEPHEN | I | PRESIDENT | D | Control |
| WARDYGA, ALAN STEPHEN | I | PRESIDENT | D | Control |
| WARDYGA, ALAN STEPHEN | I | PRESIDENT | D | Control |
| WARDYGA, ALAN STEPHEN | I | PRESIDENT | D | Control |
| WARDYGA, ALAN STEPHEN | I | PRESIDENT | D | Control |
| WARDYGA, ALAN STEPHEN | I | PRESIDENT | D | Control |
| WARDYGA, ALAN STEPHEN | I | PRESIDENT | D | Control |
| WARDYGA, ALAN STEPHEN | I | PRESIDENT | D | Control |
| WARDYGA, ALAN STEPHEN | I | PRESIDENT | D | Control |
| WARDYGA, ALAN STEPHEN | I | PRESIDENT | D | Control |
| WARDYGA, ALAN STEPHEN | I | PRESIDENT | D | Control |
| WARDYGA, ALAN STEPHEN | I | PRESIDENT | D | Control |
| WARDYGA, ALAN STEPHEN | I | PRESIDENT | D | Control |
| WARDYGA, ALAN STEPHEN | I | PRESIDENT | D | Control |
| WARDYGA, ALAN STEPHEN | I | PRESIDENT | D | Control |
| WARDYGA, ALAN STEPHEN | I | PRESIDENT | D | Control |
| WARDYGA, ALAN STEPHEN | I | PRESIDENT | D | Control |
| WARDYGA, ALAN STEPHEN | I | PRESIDENT | D | Control |
| WARDYGA, ALAN STEPHEN | I | PRESIDENT | D | Control |
| WARDYGA, ALAN STEPHEN | I | PRESIDENT | D | Control |
| WARDYGA, ALAN STEPHEN | I | PRESIDENT | D | Control |
| WARDYGA, ALAN STEPHEN | I | PART OWNER | D | Control |
| WARDYGA, ALAN STEPHEN | I | PART OWNER | D | Control |
| EVERLY, SCOTT, G. | I | EXECUTIVE VICE PRESIDENT AND REGISTERED REPRESENTATIVE | C | Control |
| EVERLY, SCOTT, G. | I | EXECUTIVE VICE PRESIDENT AND REGISTERED REPRESENTATIVE | C | Control |
| CASAZZA, TODD, MICHAEL | I | PRESIDENT | B | Control |
| CASAZZA, TODD, MICHAEL | I | PRESIDENT | B | Control |
| DUCKWORTH, MARISSA, LYNN | I | SHAREHOLDER | B | |
| DUCKWORTH, MARISSA, LYNN | I | SHAREHOLDER | B | |
| EVERLY, ARTHUR, CLAYTON | I | SHAREHOLDER | B | Control |
| EVERLY, ARTHUR, CLAYTON | I | SHAREHOLDER | B | Control |
| EVERLY, SCOTT | I | RR | B | |
| EVERLY, SCOTT | I | RR | B | |
| EVERLY, SCOTT | I | RR | B | |
| EVERLY, SCOTT | I | RR | B | |
| EVERLY, SCOTT | I | RR | B | |
| EVERLY, SCOTT | I | RR | B | |
| EVERLY, SCOTT | I | RR | B | |
| EVERLY, SCOTT | I | RR | B | |
| EVERLY, SCOTT | I | RR | B | |
| EVERLY, SCOTT | I | RR | B | |
| EVERLY, SCOTT | I | REGISTERED REPRESENTATIVE | B | |
| EVERLY, SCOTT | I | RR | B | |
| EVERLY, SCOTT | I | RR | B | |
| EVERLY, SCOTT | I | RR | B | |
| EVERLY, SCOTT | I | RR | B | |
| EVERLY, SCOTT, G. | I | EXECUTIVE VICE PRESIDENT AND REGISTERED REPRESENTATIVE | B | |
| EVERLY, SCOTT, G. | I | EXECUTIVE VICE PRESIDENT AND REGISTERED REPRESENTATIVE | B | |
| EVERLY, SCOTT, G. | I | EXECUTIVE VICE PRESIDENT AND REGISTERED REPRESENTATIVE | B | |
| WORTHLEY, KEVIN R | I | EXEC. VICE PRESIDENT/SECRETARY | B | Control |
| WORTHLEY, KEVIN R | I | CHIEF COMPLIANCE OFFICER | B | Control |
| WORTHLEY, KEVIN R | I | EXEC. VICE PRESIDENT/SECRETARY | B | Control |
| WORTHLEY, KEVIN R | I | CHIEF COMPLIANCE OFFICER | B | Control |
| WORTHLEY, KEVIN R | I | EXEC. VICE PRESIDENT/SECRETARY | B | Control |
| WORTHLEY, KEVIN R | I | CHIEF COMPLIANCE OFFICER | B | Control |
| WORTHLEY, KEVIN R | I | EXEC. VICE PRESIDENT/SECRETARY | B | Control |
| WORTHLEY, KEVIN R | I | CHIEF COMPLIANCE OFFICER | B | Control |
| WORTHLEY, KEVIN R | I | EXEC. VICE PRESIDENT/SECRETARY | B | Control |
| WORTHLEY, KEVIN R | I | CHIEF COMPLIANCE OFFICER | B | Control |
| WORTHLEY, KEVIN R | I | EXEC. VICE PRESIDENT/SECRETARY | B | Control |
| WORTHLEY, KEVIN R | I | CHIEF COMPLIANCE OFFICER | B | Control |
| WORTHLEY, KEVIN R | I | EXEC. VICE PRESIDENT/SECRETARY | B | Control |
| WORTHLEY, KEVIN R | I | CHIEF COMPLIANCE OFFICER | B | Control |
| WORTHLEY, KEVIN R | I | EXEC. VICE PRESIDENT/SECRETARY | B | Control |
| WORTHLEY, KEVIN R | I | CHIEF COMPLIANCE OFFICER | B | Control |
| WORTHLEY, KEVIN R | I | EXEC. VICE PRESIDENT/SECRETARY | B | Control |
| WORTHLEY, KEVIN R | I | CHIEF COMPLIANCE OFFICER | B | Control |
| WORTHLEY, KEVIN R | I | EXEC. VICE PRESIDENT/SECRETARY | B | Control |
| WORTHLEY, KEVIN R | I | CHIEF COMPLIANCE OFFICER | B | Control |
| WORTHLEY, KEVIN R | I | EXEC. VICE PRESIDENT/SECRETARY | B | Control |
| WORTHLEY, KEVIN R | I | CHIEF COMPLIANCE OFFICER | B | Control |
| WORTHLEY, KEVIN R | I | EXEC. VICE PRESIDENT/SECRETARY | B | Control |
| WORTHLEY, KEVIN R | I | CHIEF COMPLIANCE OFFICER | B | Control |
| WORTHLEY, KEVIN R | I | EXEC. VICE PRESIDENT/SECRETARY | B | Control |
| WORTHLEY, KEVIN R | I | CHIEF COMPLIANCE OFFICER | B | Control |
| WORTHLEY, KEVIN R | I | EXEC. VICE PRESIDENT/SECRETARY | B | Control |
| WORTHLEY, KEVIN R | I | CHIEF COMPLIANCE OFFICER | B | Control |
| WORTHLEY, KEVIN R | I | EXEC. VICE PRESIDENT/SECRETARY | B | Control |
| WORTHLEY, KEVIN R | I | CHIEF COMPLIANCE OFFICER | B | Control |
| WORTHLEY, KEVIN R | I | CHIEF COMPLIANCE OFFICER | B | Control |
| WORTHLEY, KEVIN R | I | CHIEF COMPLIANCE OFFICER | B | Control |
| WORTHLEY, KEVIN R | I | CHIEF COMPLIANCE OFFICER | B | Control |
| WORTHLEY, KEVIN R | I | CHIEF COMPLIANCE OFFICER | B | Control |
| WORTHLEY, KEVIN R | I | CHIEF COMPLIANCE OFFICER | B | Control |
| WORTHLEY, KEVIN, R. | I | EXECUTIVE VICE PRESIDENT | B | Control |
| WORTHLEY, KEVIN, R. | I | EXECUTIVE VICE PRESIDENT | B | Control |
| WORTHLEY, KEVIN, R. | I | EXECUTIVE VICE PRESIDENT | B | Control |
| WORTHLEY, KEVIN, R. | I | EXECUTIVE VICE PRESIDENT | B | Control |
| WORTHLEY, KEVIN, R. | I | EXECUTIVE VICE PRESIDENT | B | Control |
| MEDICI, ALEXANDER MARK | I | SHAREHOLDER | A | |
| MEDICI, ALEXANDER MARK | I | SHAREHOLDER | A | |
| MEDICI, ALEXANDER MARK | I | SHAREHOLDER | A | |
| MEDICI, ALEXANDER MARK | I | SHAREHOLDER | A | |
| MEDICI, ALEXANDER MARK | I | SHAREHOLDER | A | |
| MEDICI, ALEXANDER MARK | I | SHAREHOLDER | A | |
| MEDICI, ALEXANDER MARK | I | SHAREHOLDER | A | |
| MEDICI, ALEXANDER MARK | I | SHAREHOLDER | A | |
| MEDICI, ALEXANDER MARK | I | SHAREHOLDER | A | |
| MEDICI, ALEXANDER MARK | I | SHAREHOLDER | A |
Registrations
Federal
IA
Oct 28, 2025 REGISTERED
Notice Filings (12)
CA CT FL MA ME NC NH NJ NY RI TX VT
Address
28 CEDAR SWAMP ROADSUITE ONE
SMITHFIELD, RI 02917
United States
Phone: (401) 356-1400