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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

WEALTH MANAGEMENT RESOURCES, INC.

CRD 45452

SMITHFIELD, RI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5431d586-0bf5-e666-1e0d-20febc7f5ecc

Data as of Jul 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:34 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 1
On other graphs: 0
Observed: Feb 6, 2012 to Jul 24, 2026
49 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.92 fund_share=0.0 institutional_share=0.08 related_bd=false related_bank=false bd_reps=2.0
Regulatory AUM: $385MItem 5.F on the latest filing (2026-07-24); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $364M
Private client RAUM: $354MderivedItem 5.D individuals plus high net worth individuals
Private client share: 92%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $64.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 9
Advisory employees: 6
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,508
Individual clients: 521
High net worth clients: 69
SEC number: 801-57281
CIK: 1063516
CRD: 45452
Filings on the tape: 49
First filed: Feb 6, 2012
Latest filed: Jul 24, 2026
Organised: Corporation, RI
Website: wealthmanagers.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ARTHUR CLAYTON EVERLY	Chartered Financial Consultant	SMITHFIELD, RI	30	46	n/a	no
KEVIN R. WORTHLEY	Certified Financial Planner	SMITHFIELD, RI	13	26	1	no
SCOTT G. EVERLY	Chartered Financial Consultant	SMITHFIELD, RI	10	11	n/a	yes
JEREMY ANTONINO LAWTON	Chartered Financial Consultant	SMITHFIELD, RI	4	11	n/a	no
TODD MICHAEL CASAZZA	Certified Financial Planner	SMITHFIELD, RI	4	20	n/a	yes
Christopher Dean DiPetrillo	Certified Financial Planner	SMITHFIELD, RI	1	12	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
EVERLY, ARTHUR CLAYTON	President	D	yes	01/1994	Feb 6, 2012	Feb 2, 2024
WORTHLEY, KEVIN R	EXEC. VICE PRESIDENT/SECRETARY	B	yes	01/2017	Mar 23, 2017	Feb 2, 2024
EVERLY, SCOTT	REGISTERED REPRESENTATIVE	B	no	07/2019	Feb 19, 2021	Feb 2, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
ARTHUR C. EVERLY	n/a	n/a	n/a	Y	yes	n/a
JEREMY A. LAWTON	n/a	n/a	n/a	Y	yes	n/a
KEVIN R. WORTHLEY	n/a	n/a	n/a	Y	yes	n/a
PATRICK GANNON DIAMOND	n/a	n/a	n/a	Y	yes	n/a
SCOTT G. EVERLY	n/a	n/a	n/a	Y	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Jan 29, 2026	$385M	$364M	9	6	0	n/a	n/a
2024	Apr 15, 2025	$385M	$358M	9	6	0	n/a	n/a
2023	Feb 2, 2024	$339M	$315M	10	6	0	n/a	n/a
2022	Feb 3, 2023	$261M	$250M	11	7	0	n/a	n/a
2021	Feb 14, 2022	$297M	$287M	5	5	0	n/a	n/a
2020	Feb 19, 2021	$214M	$195M	5	5	0	n/a	n/a
2019	Feb 20, 2020	$191M	$177M	4	4	0	n/a	n/a
2018	Mar 15, 2019	$141M	$141M	4	4	0	n/a	n/a
2017	Feb 13, 2018	$166M	$166M	4	4	0	n/a	n/a
2016	Mar 23, 2017	$149M	$149M	3	3	n/a	n/a	n/a
2015	Feb 25, 2016	$139M	$139M	4	4	n/a	n/a	n/a
2014	Mar 3, 2015	$142M	$142M	3	3	n/a	n/a	n/a
2013	Feb 4, 2014	$130M	$130M	4	4	n/a	n/a	n/a
2012	Mar 1, 2013	$103M	$103M	4	4	n/a	n/a	n/a
2011	Feb 6, 2012	$91.6M	$91.6M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$385M	$385M	-0.0%	$261M	13.9%	9	9	0	0

Relationships

Registered with (8)

← Christopher Dean DiPetrilloAdvisorregistration: current employment
Jul 28, 2025 to presentfactForm ADV
← TODD MICHAEL CASAZZAAdvisorregistration: current employment
Aug 29, 2022 to presentfactForm ADV
← JEREMY ANTONINO LAWTONAdvisorregistration: current employment
Jul 12, 2022 to presentfactForm ADV
← SCOTT G. EVERLYAdvisorregistration: current employment
Jan 1, 2016 to presentfactForm ADV
← KEVIN R. WORTHLEYAdvisorregistration: current employment
Jan 23, 2013 to presentfactForm ADV
← ARTHUR CLAYTON EVERLYAdvisorregistration: current employment
Apr 18, 1996 to presentfactForm ADV
← PATRICK GANNON DIAMONDAdvisorregistration: previous registration
Sep 18, 2020 to Aug 13, 2025factForm ADV
← William HanganAdvisorregistration: previous registration
Oct 20, 2017 to Jul 31, 2018factForm ADV

Controls (2)

← WORTHLEY, KEVIN ROwnerEXEC. VICE PRESIDENT/SECRETARY, ownership code B, individual
Mar 23, 2017 to Feb 2, 2024factForm ADV
← EVERLY, ARTHUR CLAYTONOwnerPRESIDENT, ownership code D, individual
Feb 6, 2012 to Feb 2, 2024factForm ADV

Owns (1)

← EVERLY, SCOTTOwnerREGISTERED REPRESENTATIVE, ownership code B, individual
Feb 19, 2021 to Feb 2, 2024factForm ADV

Dated events

Occurred
Aug 13, 2025
Advisor changed firm
Patrick Gannon Diamond left Wealth Management Resources, Inc. for Xypn Sapphire (registered 2025-10-09)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5431d586-0bf5-e666-1e0d-20febc7f5ecc
First observed: Feb 6, 2012
Last observed: Jul 24, 2026 58 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

WEALTH MANAGEMENT RESOURCES, INC.

CRD 45452

SMITHFIELD, RI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5431d586-0bf5-e666-1e0d-20febc7f5ecc

Data as of Jul 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:34 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ARTHUR CLAYTON EVERLY

Chartered Financial Consultant

SMITHFIELD, RI

n/a

KEVIN R. WORTHLEY

Certified Financial Planner

SMITHFIELD, RI

SCOTT G. EVERLY

Chartered Financial Consultant

SMITHFIELD, RI

n/a

yes

JEREMY ANTONINO LAWTON

Chartered Financial Consultant

SMITHFIELD, RI

n/a

TODD MICHAEL CASAZZA

Certified Financial Planner

SMITHFIELD, RI

n/a

yes

Christopher Dean DiPetrillo

Certified Financial Planner

SMITHFIELD, RI

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

EVERLY, ARTHUR CLAYTON

President

yes

01/1994

Feb 6, 2012

Feb 2, 2024

WORTHLEY, KEVIN R

EXEC. VICE PRESIDENT/SECRETARY

yes

01/2017

Mar 23, 2017

Feb 2, 2024

EVERLY, SCOTT

REGISTERED REPRESENTATIVE

07/2019

Feb 19, 2021

Feb 2, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

ARTHUR C. EVERLY

n/a

yes

n/a

JEREMY A. LAWTON

n/a

yes

n/a

KEVIN R. WORTHLEY

n/a

yes

n/a

PATRICK GANNON DIAMOND

n/a

yes

n/a

SCOTT G. EVERLY

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Jan 29, 2026

$385M

$364M

n/a

2024

Apr 15, 2025

$385M

$358M

n/a

2023

Feb 2, 2024

$339M

$315M

n/a

2022

Feb 3, 2023

$261M

$250M

n/a

2021

Feb 14, 2022

$297M

$287M

n/a

2020

Feb 19, 2021

$214M

$195M

n/a

2019

Feb 20, 2020

$191M

$177M

n/a

2018

Mar 15, 2019

$141M

n/a

2017

Feb 13, 2018

$166M

n/a

2016

Mar 23, 2017

$149M

n/a

2015

Feb 25, 2016

$139M

n/a

2014

Mar 3, 2015

$142M

n/a

2013

Feb 4, 2014

$130M

n/a

2012

Mar 1, 2013

$103M

n/a

2011

Feb 6, 2012

$91.6M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$385M

-0.0%

$261M

13.9%