CRD: 45452
Wealth Management Resources, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-18-1996
- Office Locations
- 1
Office Locations
About Wealth Management Resources, Inc.
Wealth Management Resources, Inc. is an independent, fiduciary RIA founded in 1994 serving individuals, families, and business owners across New England from Smithfield, RI. The team provides coordinated financial planning, retirement plan guidance, and discretionary investment management, building goal-based portfolios through a defined process and decades of experience. Custodied at Charles Schwab and offers support for young investors.
Team overview
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Owner & Executives
TODD MICHAEL CASAZZA
INVESTMENT ADVISOR REPRESENTATIVE, President, REGISTERED REPRESENTATIVE, Vice President
- CRD
- #4425018
- Ownership
- 25% but less than 50%
SCOTT G. EVERLY
Advisor, EXECUTIVE VICE PRESIDENT, REGISTERED REPRESENTATIVE
- CRD
- #6488691
- Ownership
- 25% but less than 50%
Showing 2 of 5 owners & executives
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Christopher Dean DiPetrillo
--
- CRD
- #7350047
JEREMY ANTONINO LAWTON
Financial Advisor, General Partner
- CRD
- #7275985
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $364,293,712 | $243,838 |
| Non-Discretionary | $20,906,928 | $1,493,352 |
| Total | $385,200,640 | $255,438 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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