WEALTH MANAGEMENT RESOURCES, INC.

CRD 45452File 801-57281

APPROVED

Retail clients

Filing as of Jul 24, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$385.2M

Below cohort median (national)

Discretionary AUM

$364.3M

Non-discretionary $20.9M

Clients

622

1,508 accounts

Employees

Below cohort median in RI

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: BRO
Registration date: Feb 18, 2000
Principal office: 28 CEDAR SWAMP ROAD, SUITE ONE, SMITHFIELD, RI, 02917
Phone: (401) 356-1400
Website: https://wealthmanagers.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $385.2M
Discretionary AUM: $364.3M
Non-discretionary AUM: $20.9M
Discretionary accounts: 1,494
Non-discretionary accounts: 14
Total accounts: 1,508
AUM per client: $619K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$2.0M
Charitable organizations	13	$3.2M
High net worth individuals	69	$161.1M
Pension and profit sharing plans	19	$26.1M
Individuals (other than high net worth individuals)	521	$192.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Commissions
Hourly charges
A percentage of assets under your management

Advisory activities

Other
Financial planning services
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.