Wealth Management Resources, Inc.

Business address
28 Cedar Swamp Road, Suite One, Smithfield, RI, 02917
State of incorporation
RI
Fiscal year end
December 31
Former names
WEALTH MANAGEMENT RESOURCES INC /BD (to 3/12/2002)
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Wealth Management Resources, Inc. has filed 44 SEC EDGAR filings since 3/12/2002

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing Oct 16, 2025 Sep 30, 2025 028-21750
13F-HR Open Document Open Filing Jul 24, 2025 Jun 30, 2025 028-21750
N-PX Open Document Open Filing Jul 15, 2025 Jun 30, 2025 028-21750
13F-HR Open Document Open Filing Apr 23, 2025 Mar 31, 2025 028-21750
13F-HR Open Document Open Filing Jan 21, 2025 Dec 31, 2024 028-21750
13F-HR Open Document Open Filing Oct 31, 2024 Sep 30, 2024 028-21750
N-PX Open Document Open Filing Aug 28, 2024 Jun 30, 2024 028-21750
13F-HR Open Document Open Filing Jul 17, 2024 Jun 30, 2024 028-21750
13F-HR Open Document Open Filing Apr 19, 2024 Mar 31, 2024 028-21750
13F-HR Open Document Open Filing Jan 19, 2024 Dec 31, 2023 028-21750
13F-HR Open Document Open Filing Oct 25, 2023 Sep 30, 2023 028-21750
13F-HR Open Document Open Filing Jul 12, 2023 Jun 30, 2023 028-21750
13F-HR Open Document Open Filing Apr 11, 2023 Mar 31, 2023 028-21750
X-17A-5 Open Document Open Filing Feb 27, 2023 Dec 31, 2022 008-51061
13F-HR Open Document Open Filing Jan 18, 2023 Dec 31, 2022 028-21750
13F-HR Open Document Open Filing Oct 14, 2022 Sep 30, 2022 028-21750
13F-HR Open Document Open Filing Jul 22, 2022 Jun 30, 2022 028-21750
13F-HR Open Document Open Filing Apr 20, 2022 Mar 31, 2022 028-21750
X-17A-5 Open Document Open Filing Feb 24, 2022 Dec 31, 2021 008-51061
13F-HR Open Document Open Filing Feb 10, 2022 Dec 31, 2021 028-21750
X-17A-5 Open Document Open Filing Mar 1, 2021 Dec 31, 2020 008-51061
X-17A-5 Open Document Open Filing Feb 27, 2020 Dec 31, 2019 008-51061
X-17A-5 Open Document Open Filing Feb 27, 2019 Dec 31, 2018 008-51061
X-17A-5 Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT Feb 28, 2018 Dec 31, 2017 008-51061
X-17A-5 Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT Mar 8, 2017 Dec 31, 2016 008-51061
X-17A-5 Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT Feb 25, 2016 Dec 31, 2015 008-51061
X-17A-5/A Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT Mar 18, 2015 Dec 31, 2014 008-51061
X-17A-5 Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT Feb 27, 2015 Dec 31, 2014 008-51061
X-17A-5 Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT Feb 26, 2014 Dec 31, 2013 008-51061