# WEALTH MANAGEMENT RESOURCES, INC.

WEALTH MANAGEMENT RESOURCES, INC. of SMITHFIELD, RI is an SEC-registered investment adviser.

## Registration

- CRD: 45452
- Type: SEC-registered investment adviser
- SEC file number: 801-57281
- Location: 28 CEDAR SWAMP ROAD, SUITE ONE, SMITHFIELD, RI, 02917
- Phone: (401) 356-1400
- Latest filing: 2026-07-24
- Regulatory AUM: $385.2M
- Discretionary AUM: $364.3M
- Non-discretionary AUM: $20.9M
- Clients: 9
- Accounts: 1,508

## Business model

- Compensation: % of AUM, Hourly, Fixed, Commissions
- Clients served: Individuals, High net worth, Pooled vehicles

## Officers, owners & control persons (15)

| Name | Role | Location |
| --- | --- | --- |
| Arthur Clayton Everly | SHAREHOLDER | — |
| Kevin R Worthley | EXECUTIVE VICE PRESIDENT | — |
| Scott G Everly | EXECUTIVE VICE PRESIDENT AND REGISTERED REPRESENTATIVE | — |
| Kevin R Worthley | CHIEF COMPLIANCE OFFICER | — |
| Todd Michael Casazza | PRESIDENT; PRESIDENT, INVESTMENT ADVISOR REPRESENTATIVE, AND REGISTERED REPRESENTATIVE | — |
| Marissa Lynn Duckworth | SHAREHOLDER | — |
| Arthur Clayton Everly | PRESIDENT | — |
| WARDYGA ALAN STEPHEN | PART OWNER; PRESIDENT | — |
| EVERLY ARTHUR CLAYTON | EXECUTIVE VICE PRESIDENT; EXECUTIVE VICE PRESIDENT/CHIEF COMPLIANCE OFFICER; PRESIDENT (+1 more) | — |
| WORTHLEY KEVIN R | CHIEF COMPLIANCE OFFICER; EXECUTIVE VICE PRESIDENT AND SECRETARY; EXEC. VICE PRESIDENT/SECRETARY | — |
| NEELY KIMBERLY BETH | FINOP | — |
| EVERLY SCOTT | REGISTERED REPRESENTATIVE; RR | — |
| MEDICI ALEXANDER MARK | SHAREHOLDER | — |
| Kevin R. Worthley | CHIEF COMPLIANCE OFFICER; EXECUTIVE VICE PRESIDENT | Smithfield, RI |
| Scott G. Everly | EXECUTIVE VICE PRESIDENT AND REGISTERED REPRESENTATIVE | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/45452/brochure
- Similar advisers: https://search.stillhousedata.com/firm/45452/similar
- Related entities: https://search.stillhousedata.com/firm/45452/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/45452

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.