DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Wealth Management Resources, Inc.
Latest filing Jul 24, 2026
First filing on the tape Feb 6, 2012 · 49 filings
SEC status approved since Feb 18, 2000
RAUM
$385M
reported, Item 5.F
Discretionary
95%
of RAUM
Private clients
92%
$354M individuals and HNW
Advisors
6
registered through the firm on IAPD
RAUM per advisor
$64.2M
derived; firm RAUM over IAPD count
Employees
9
6 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
49 filings and snapshots on the tape
RAUM$385M as of Jul 24, 2026
Feb 6, 2012$91.6M then
HNW client RAUM$161M as of Jul 24, 2026
Feb 13, 2018$47.4M then
State-registered IARs (5.B.3)6 as of Jul 24, 2026
Feb 6, 20120 then
Employees (5.A)9 as of Jul 24, 2026
Mar 1, 20134 then
Private funds: no history
RAUM -0.0% over the last fiscal year+14% a year over threeIARs 6 to 6
Practice profile
derived from the filing of Jul 24, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $64.2MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 98derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.3MderivedHNW RAUM over HNW clients
- Average account
- $255,438derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 95%derivedof RAUM
- Institutional
- 7.6%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.5derivedItem 5.A over advisors
- Advisors per office
- 6.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- -0.0%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +3.0%derived
- Compensation
- percentage of assets, hourly, fixed fees, commissionsreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, educational seminarsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- is an insurance broker or agent (6.A.6)
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Individuals$193M50%
- High-net-worth individuals$161M42%
- Pension and profit-sharing plans$26.1M6.8%
- Charitable organizations$3.2M0.8%
- Corporations and businesses$2.0M0.5%
- Individual clients
- 521reported
- HNW clients
- 69reported
- Pension plan clients
- 19reported
- Charitable clients
- 13reported
- Accounts
- 1,508reported
- Financial planning clients
- 1-10reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourly, commissionsreported
- Class basis
- private_client_share=0.92 fund_share=0.0 institutional_share=0.08 related_bd=false related_bank=false bd_reps=2.0derived
Advisors registered through the firm
6 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Arthur Clayton EverlyChartered Financial Consultant | Smithfield, Ri | Apr 18, 1996 | 46 y | 0 |
| Kevin R. WorthleyCertified Financial Planner | Smithfield, Ri | Jan 23, 2013 | 26 y | 1 |
| Scott G. EverlyChartered Financial Consultant | Smithfield, Ri | Jan 1, 2016 | 11 y | 0 |
| Jeremy Antonino LawtonChartered Financial Consultant | Smithfield, Ri | Jul 12, 2022 | 11 y | 0 |
| Todd Michael CasazzaCertified Financial Planner | Smithfield, Ri | Aug 29, 2022 | 20 y | 0 |
| Christopher Dean DipetrilloCertified Financial Planner | Smithfield, Ri | Jul 28, 2025 | 12 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount1 left over 36 months
Left, latest
- Patrick Gannon Diamond to Xypn SapphireAug 13, 2025 · RIA to RIA
- William Hangan to Citizens Securities, Inc.Jul 31, 2018 · RIA to affiliated broker-dealer or bank
Joined, latest
- William Hangan from Santander SecuritiesOct 20, 2017 · Other
- Kevin R. Worthley from The Retirement Planning Company Of New England, Inc.Jan 23, 2013 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Arthur Clayton Everly · Presidentcontrolsince 01/1994 · owns 50% to 75%
- Kevin R Worthley · Exec. Vice President/Secretarycontrolsince 01/2017 · owns 10% to 25%
- Scott Everly · Registered Representativesince 07/2019 · owns 10% to 25%
Related persons
Schedule D 7.A
- Arthur C. Everlyreal estatey
- Jeremy A. Lawtonreal estatey
- Kevin R. Worthleyreal estatey
- Patrick Gannon Diamondy
- Scott G. Everlyreal estatey
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Smithfield, Ri · principal | 6 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 1,397 to 1,508Oct 28, 2025 to Jan 29, 2026
- Charity clients · 10 to 13Oct 28, 2025 to Jan 29, 2026
- HNW clients · 59 to 69Oct 28, 2025 to Jan 29, 2026
- Individual clients · 514 to 521Oct 28, 2025 to Jan 29, 2026
- Pension plan clients · 15 to 19Oct 28, 2025 to Jan 29, 2026
- Discretionary RAUM · $358M to $364MOct 28, 2025 to Jan 29, 2026
- HNW RAUM · $186M to $161MOct 28, 2025 to Jan 29, 2026
- Individual RAUM · $172M to $193MOct 28, 2025 to Jan 29, 2026
- Non-discretionary RAUM · $26.9M to $20.9MOct 28, 2025 to Jan 29, 2026
- Pension RAUM · $22.7M to $26.1MOct 28, 2025 to Jan 29, 2026
- RAUM · $385M to $385MOct 28, 2025 to Jan 29, 2026
- Financial planning clients · 1-10 to 1-10Jun 5, 2025 to Jul 25, 2025
- Accounts · 1,450 to 1,397Feb 2, 2024 to Feb 26, 2025
- Charity clients · 9 to 10Feb 2, 2024 to Feb 26, 2025
- Corporate clients · 1.0 to unsetFeb 2, 2024 to Feb 26, 2025
- HNW clients · 60 to 59Feb 2, 2024 to Feb 26, 2025
- Individual clients · 527 to 514Feb 2, 2024 to Feb 26, 2025
- Pension plan clients · 17 to 15Feb 2, 2024 to Feb 26, 2025
- Employees · 10 to 9Feb 2, 2024 to Feb 26, 2025
- Discretionary RAUM · $315M to $358MFeb 2, 2024 to Feb 26, 2025
- HNW RAUM · $142M to $186MFeb 2, 2024 to Feb 26, 2025
- Individual RAUM · $173M to $172MFeb 2, 2024 to Feb 26, 2025
- Non-discretionary RAUM · $24.6M to $26.9MFeb 2, 2024 to Feb 26, 2025
- Pension RAUM · $20.5M to $22.7MFeb 2, 2024 to Feb 26, 2025
- RAUM · $339M to $385MFeb 2, 2024 to Feb 26, 2025
- Accounts · 1,174 to 1,450Sep 29, 2023 to Feb 2, 2024
- Charity clients · 8 to 9Sep 29, 2023 to Feb 2, 2024
- HNW clients · 75 to 60Sep 29, 2023 to Feb 2, 2024
- Individual clients · 489 to 527Sep 29, 2023 to Feb 2, 2024
- Pension plan clients · 10 to 17Sep 29, 2023 to Feb 2, 2024
- Discretionary RAUM · $250M to $315MSep 29, 2023 to Feb 2, 2024
- HNW RAUM · $114M to $142MSep 29, 2023 to Feb 2, 2024
- Individual RAUM · $134M to $173MSep 29, 2023 to Feb 2, 2024
- Non-discretionary RAUM · $11.3M to $24.6MSep 29, 2023 to Feb 2, 2024
- Pension RAUM · $9.3M to $20.5MSep 29, 2023 to Feb 2, 2024
- RAUM · $261M to $339MSep 29, 2023 to Feb 2, 2024
- Advisory employees · 7 to 6Jun 15, 2023 to Sep 27, 2023
- BD registered reps · 5 to 2Jun 15, 2023 to Sep 27, 2023
- Employees · 11 to 10Jun 15, 2023 to Sep 27, 2023
- State-registered IARs · 7 to 6Jun 15, 2023 to Sep 27, 2023
Signals
1 dated events
- Patrick Gannon Diamond left Wealth Management Resources, Inc. for Xypn Sapphire (registered 2025-10-09)Aug 13, 2025 · Advisor changed firm · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- advisors@wealthmanagers.comreportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 401-356-0688reportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 401-356-1400reportedpublished by the firm, firm site, Sep 17, 2026
- Firm profile
- linkedin.com/company/wealth-management-resources-increportedpublic record, Form ADV, Sep 18, 2026
- Firm profile
- linkedin.com/company/2814287/adminreportedpublic record, Form ADV, Sep 18, 2026
- Website
- wealthmanagers.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- (401) 356-1400reportedpublic record, Form ADV, Jul 24, 2026
- Contact form
- wealthmanagers.com/contact-usreportedpublished by the firm, firm site, Sep 17, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $64.2Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026