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  5. Wealth Management Resources, Inc.

Wealth Management Resources, Inc.

Company Details

Name: Wealth Management Resources, Inc.
Jurisdiction: Rhode Island
Entity type: Domestic Profit Corporation
Status: Activ
Date of Organization in Rhode Island: 18 Jan 1994 (31 years ago)
Identification Number: 000075427
ZIP code: 02917
County: Providence County
Principal Address: 28 CEDAR SWAMP ROAD SUITE 1, SMITHFIELD, RI, 02917, USA
Purpose: TO ENGAGE IN FINANCIAL CONSULTING AND PLANNING AND ALSO TO SERVE AS AN INSURANCE AND INVESTMENT ADVISOR.
NAICS: 523920 - Portfolio Management

Central Index Key

CIK number Mailing Address Business Address Phone
1063516 28 CEDAR SWAMP ROAD, SUITE ONE, SMITHFIELD, RI, 02917 28 CEDAR SWAMP ROAD, SUITE ONE, SMITHFIELD, RI, 02917 401-356-1400

Filings since 2024-10-31
Form type 13F-HR
File number 028-21750
Filing date 2024-10-31
Reporting date 2024-09-30
File View File

Filings since 2024-08-28
Form type N-PX
File number 028-21750
Filing date 2024-08-28
Reporting date 2024-06-30
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Filings since 2024-07-17
Form type 13F-HR
File number 028-21750
Filing date 2024-07-17
Reporting date 2024-06-30
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Filings since 2024-04-19
Form type 13F-HR
File number 028-21750
Filing date 2024-04-19
Reporting date 2024-03-31
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Filings since 2024-01-19
Form type 13F-HR
File number 028-21750
Filing date 2024-01-19
Reporting date 2023-12-31
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Filings since 2023-10-25
Form type 13F-HR
File number 028-21750
Filing date 2023-10-25
Reporting date 2023-09-30
File View File

Filings since 2023-07-12
Form type 13F-HR
File number 028-21750
Filing date 2023-07-12
Reporting date 2023-06-30
File View File

Filings since 2023-04-11
Form type 13F-HR
File number 028-21750
Filing date 2023-04-11
Reporting date 2023-03-31
File View File

Filings since 2023-02-27
Form type X-17A-5
File number 008-51061
Filing date 2023-02-27
Reporting date 2022-12-31
File View File

Filings since 2023-01-18
Form type 13F-HR
File number 028-21750
Filing date 2023-01-18
Reporting date 2022-12-31
File View File

Filings since 2022-10-14
Form type 13F-HR
File number 028-21750
Filing date 2022-10-14
Reporting date 2022-09-30
File View File

Filings since 2022-07-22
Form type 13F-HR
File number 028-21750
Filing date 2022-07-22
Reporting date 2022-06-30
File View File

Filings since 2022-04-20
Form type 13F-HR
File number 028-21750
Filing date 2022-04-20
Reporting date 2022-03-31
File View File

Filings since 2022-02-24
Form type X-17A-5
File number 008-51061
Filing date 2022-02-24
Reporting date 2021-12-31
File View File

Filings since 2022-02-10
Form type 13F-HR
File number 028-21750
Filing date 2022-02-10
Reporting date 2021-12-31
File View File

Filings since 2021-03-01
Form type X-17A-5
File number 008-51061
Filing date 2021-03-01
Reporting date 2020-12-31
File View File

Filings since 2020-02-27
Form type X-17A-5
File number 008-51061
Filing date 2020-02-27
Reporting date 2019-12-31
File View File

Filings since 2019-02-27
Form type X-17A-5
File number 008-51061
Filing date 2019-02-27
Reporting date 2018-12-31
File View File

Filings since 2018-02-28
Form type X-17A-5
File number 008-51061
Filing date 2018-02-28
Reporting date 2017-12-31
File View File

Filings since 2017-03-08
Form type X-17A-5
File number 008-51061
Filing date 2017-03-08
Reporting date 2016-12-31
File View File

Filings since 2016-02-25
Form type X-17A-5
File number 008-51061
Filing date 2016-02-25
Reporting date 2015-12-31
File View File

Filings since 2015-03-18
Form type X-17A-5/A
File number 008-51061
Filing date 2015-03-18
Reporting date 2014-12-31
File View File

Filings since 2015-02-27
Form type X-17A-5
File number 008-51061
Filing date 2015-02-27
Reporting date 2014-12-31
File View File

Filings since 2014-02-26
Form type X-17A-5
File number 008-51061
Filing date 2014-02-26
Reporting date 2013-12-31
File View File

Filings since 2013-02-28
Form type X-17A-5
File number 008-51061
Filing date 2013-02-28
Reporting date 2012-12-31
File View File

Filings since 2012-02-28
Form type X-17A-5
File number 008-51061
Filing date 2012-02-28
Reporting date 2011-12-31
File View File

Filings since 2011-02-25
Form type X-17A-5
File number 008-51061
Filing date 2011-02-25
Reporting date 2010-12-31
File View File

Filings since 2010-02-26
Form type X-17A-5
File number 008-51061
Filing date 2010-02-26
Reporting date 2009-12-31
File View File

Filings since 2009-03-03
Form type X-17A-5/A
File number 008-51061
Filing date 2009-03-03
Reporting date 2008-12-31
File View File

Filings since 2009-02-27
Form type X-17A-5
File number 008-51061
Filing date 2009-02-27
Reporting date 2008-12-31
File View File

Filings since 2008-02-28
Form type X-17A-5
File number 008-51061
Filing date 2008-02-28
Reporting date 2007-12-31
File View File

Filings since 2007-04-25
Form type X-17A-5/A
File number 008-51061
Filing date 2007-04-25
Reporting date 2006-12-31
File View File

Filings since 2007-02-28
Form type X-17A-5
File number 008-51061
Filing date 2007-02-28
Reporting date 2006-12-31
File View File

Filings since 2006-02-28
Form type X-17A-5
File number 008-51061
Filing date 2006-02-28
Reporting date 2005-12-31
File View File

Filings since 2005-02-23
Form type X-17A-5
File number 008-51061
Filing date 2005-02-23
Reporting date 2004-12-31
File View File

Filings since 2004-04-12
Form type X-17A-5/A
File number 008-51061
Filing date 2004-04-12
Reporting date 2003-12-31
File View File

Filings since 2004-02-27
Form type X-17A-5
File number 008-51061
Filing date 2004-02-27
Reporting date 2003-12-31
File View File

Filings since 2003-03-10
Form type X-17A-5
File number 008-51061
Filing date 2003-03-10
Reporting date 2002-12-31
File View File

Filings since 2002-03-12
Form type X-17A-5
File number 008-51061
Filing date 2002-03-12
Reporting date 2001-12-31
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WEALTH MANAGEMENT RESOURCES, INC. 401(K) PLAN 2023 050476864 2024-03-05 WEALTH MANAGEMENT RESOURCES, INC. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 4013561400
Plan sponsor’s address 28 CEDAR SWAMP ROAD, STE 1, SMITHFIELD, RI, 02917

Signature of
Role Plan administrator
Date 2024-03-05
Name of individual signing ARTHUR EVERLY
Valid signature Filed with authorized/valid electronic signature
WEALTH MANAGEMENT RESOURCES, INC. 401(K) PLAN 2022 050476864 2023-05-15 WEALTH MANAGEMENT RESOURCES, INC. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 4013561400
Plan sponsor’s address 28 CEDAR SWAMP ROAD, SUITE 1, SMITHFIELD, RI, 02917

Signature of
Role Plan administrator
Date 2023-05-15
Name of individual signing ARTHUR EVERLY
Valid signature Filed with authorized/valid electronic signature
WEALTH MANAGEMENT RESOURCES, INC. 401(K) PLAN 2021 050476864 2022-06-06 WEALTH MANAGEMENT RESOURCES, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 4013561400
Plan sponsor’s address 28 CEDAR SWAMP ROAD, SUITE 1, SMITHFIELD, RI, 02917

Signature of
Role Plan administrator
Date 2022-06-06
Name of individual signing ARTHUR EVERLY
Valid signature Filed with authorized/valid electronic signature
WEALTH MANAGEMENT RESOURCES, INC. 401(K) PLAN 2020 050476864 2021-03-02 WEALTH MANAGEMENT RESOURCES, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 4013561400
Plan sponsor’s address 28 CEDAR SWAMP ROAD, SUITE 1, SMITHFIELD, RI, 02917

Signature of
Role Plan administrator
Date 2021-03-02
Name of individual signing ARTHUR EVERLY
Valid signature Filed with authorized/valid electronic signature
WEALTH MANAGEMENT RESOURCES, INC. 401(K) PLAN 2019 050476864 2020-07-20 WEALTH MANAGEMENT RESOURCES, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 4013561400
Plan sponsor’s address 501 GREAT ROAD, SUITE 201, NORTH SMITHFIELD, RI, 02896

Signature of
Role Plan administrator
Date 2020-07-20
Name of individual signing ARTHUR EVERLY
Valid signature Filed with authorized/valid electronic signature
WEALTH MANAGEMENT RESOURCES, INC. 401(K) PLAN 2018 050476864 2019-04-16 WEALTH MANAGEMENT RESOURCES, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 4013561400
Plan sponsor’s address 501 GREAT ROAD, SUITE 201, NORTH SMITHFIELD, RI, 02896

Signature of
Role Plan administrator
Date 2019-04-16
Name of individual signing ARTHUR EVERLY
Valid signature Filed with authorized/valid electronic signature
WEALTH MANAGEMENT RESOURCES, INC. 401(K) PLAN 2017 050476864 2018-04-20 WEALTH MANAGEMENT RESOURCES, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 4013561400
Plan sponsor’s address 501 GREAT ROAD, SUITE 201, NORTH SMITHFIELD, RI, 02896

Signature of
Role Plan administrator
Date 2018-04-20
Name of individual signing ARTHUR EVERLY
Valid signature Filed with authorized/valid electronic signature
WEALTH MANAGEMENT RESOURCES, INC. 401(K) PLAN 2016 050476864 2017-07-11 WEALTH MANAGEMENT RESOURCES, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 4013561400
Plan sponsor’s address 501 GREAT ROAD, SUITE 201, NORTH SMITHFIELD, RI, 02896

Signature of
Role Plan administrator
Date 2017-07-11
Name of individual signing ARTHUR EVERLY
Valid signature Filed with authorized/valid electronic signature
WEALTH MANAGEMENT RESOURCES, INC. 401(K) PLAN 2015 050476864 2016-02-01 WEALTH MANAGEMENT RESOURCES, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 4013561400
Plan sponsor’s address 501 GREAT ROAD, SUITE 201, NORTH SMITHFIELD, RI, 02896

Signature of
Role Plan administrator
Date 2016-02-01
Name of individual signing ALAN WARDYGA
Valid signature Filed with authorized/valid electronic signature
WEALTH MANAGEMENT RESOURCES, INC. 401(K) PLAN 2014 050476864 2015-02-27 WEALTH MANAGEMENT RESOURCES, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 4013561400
Plan sponsor’s address 501 GREAT ROAD, SUITE 201, NORTH SMITHFIELD, RI, 02896

Signature of
Role Plan administrator
Date 2015-02-27
Name of individual signing ALAN WARDYGA
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/03/19/20140319191249P040300841009001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 4013561400
Plan sponsor’s address 501 GREAT ROAD, SUITE 201, NORTH SMITHFIELD, RI, 02896

Signature of
Role Plan administrator
Date 2014-03-19
Name of individual signing ALAN WARDYGA
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/07/11/20130711091553P030016027778001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 4013561400
Plan sponsor’s address 501 GREAT ROAD, SUITE 201, NORTH SMITHFIELD, RI, 02896

Signature of
Role Plan administrator
Date 2013-07-11
Name of individual signing ALAN WARDYGA
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2012/05/04/20120504104747P030003519249001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 4013561400
Plan sponsor’s address 501 GREAT ROAD, SUITE 201, NORTH SMITHFIELD, RI, 02896

Plan administrator’s name and address
Administrator’s EIN 050476864
Plan administrator’s name WEALTH MANAGEMENT RESOURCES, INC.
Plan administrator’s address 501 GREAT ROAD, SUITE 201, NORTH SMITHFIELD, RI, 02896
Administrator’s telephone number 4013561400

Signature of
Role Plan administrator
Date 2012-05-04
Name of individual signing ALAN WARDYGA
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
KEVIN WORTHLEY Agent 208 JAMES TRAIL, WEST KINGSTON, RI, 02892, USA

PRESIDENT

Name Role Address
ARTHUR C EVERLY PRESIDENT 28 CEDAR SWAMP RD STE 1 SMITHFIELD, RI 02917 USA

TREASURER

Name Role Address
ARTHUR C EVERLY TREASURER 28 CEDAR SWAMP RD STE 1 SMITHFIELD, RI 02917 USA

SECRETARY

Name Role Address
KEVIN R WORTHLEY SECRETARY 28 CEDAR SWAMP RD STE 1 SMITHFIELD, RI 02917 USA

VICE PRESIDENT

Name Role Address
KEVIN R WORTHLEY VICE PRESIDENT 28 CEDAR SWAMP RD STE 1 SMITHFIELD, RI 02917 USA

Filings

Number Name File Date
202445249460 Annual Report 2024-02-01
202327276470 Annual Report 2023-02-02
202209275630 Annual Report 2022-02-03
202191568950 Annual Report - Amended 2021-02-17
202190802190 Annual Report 2021-02-11
202184635120 Statement of Change of Registered/Resident Agent 2021-01-06
202042351890 Annual Report - Amended 2020-06-17
202034102510 Annual Report 2020-02-11
201985634820 Annual Report 2019-01-31
201855607040 Annual Report 2018-01-03

Related by officers

No related officers

Related by address

No related companies by address

Date of last update: 07 Oct 2024

Sources: Rhode Island Department of State

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