Wealth Management Resources, Inc.
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| Name: | Wealth Management Resources, Inc. |
| Jurisdiction: | Rhode Island |
| Entity type: | Domestic Profit Corporation |
| Status: | Activ |
| Date of Organization in Rhode Island: | 18 Jan 1994 (32 years ago) |
| Identification Number: | 000075427 |
| ZIP code: | 02917 |
| City: | Smithfield |
| County: | Providence County |
| Purpose: | TO ENGAGE IN FINANCIAL CONSULTING AND PLANNING AND ALSO TO SERVE AS AN INSURANCE AND INVESTMENT ADVISOR. |
| Principal Address: |
28 CEDAR SWAMP ROAD SUITE 1, SMITHFIELD, RI, 02917, USA
|
NAICS
523920 Portfolio ManagementThis industry comprises establishments primarily engaged in managing the portfolio assets (i.e., funds) of others on a fee or commission basis. Establishments in this industry have the authority to make investment decisions, and they derive fees based on the size and/or overall performance of the portfolio. Learn more at the U.S. Census Bureau
| Name | Role | Address |
|---|---|---|
| KEVIN WORTHLEY | Agent | 208 JAMES TRAIL, WEST KINGSTON, RI, 02892, USA |
| Name | Role | Address |
|---|---|---|
| ARTHUR C EVERLY | PRESIDENT | 28 CEDAR SWAMP RD STE 1 SMITHFIELD, RI 02917 USA |
| Name | Role | Address |
|---|---|---|
| ARTHUR C EVERLY | TREASURER | 28 CEDAR SWAMP RD STE 1 SMITHFIELD, RI 02917 USA |
| Name | Role | Address |
|---|---|---|
| KEVIN R WORTHLEY | SECRETARY | 28 CEDAR SWAMP RD STE 1 SMITHFIELD, RI 02917 USA |
| Name | Role | Address |
|---|---|---|
| KEVIN R WORTHLEY | VICE PRESIDENT | 28 CEDAR SWAMP RD STE 1 SMITHFIELD, RI 02917 USA |
| Name | Role | Address |
|---|---|---|
| MARISSA L DUCKWORTH | OTHER OFFICER | 154 OLD MILL BLVD WARWICK, UNI |
A CIK (Central Index Key) number is a unique identifier assigned by the U.S. Securities and Exchange Commission (SEC) to companies that: Are publicly
traded on U.S. stock exchanges, File reports with the SEC.
Note: Having a CIK number indicates that: The company is registered with the SEC, Files regular financial reports (like 10-K, 10-Q), Must
comply with federal securities laws and regulations, Has public shareholders, Makes financial information publicly available through SEC's EDGAR
database.
| 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 |
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Date of last update: 09 Jul 2025
Sources: Rhode Island Department of State