Wealth Management Resources, Inc.
- Regulatory AUM
- $385M
- Discretionary
- $364M
- Clients
- 622
- Avg AUM / client
- $619K
- Accounts
- 1,508
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 521 | $193M | 50.1% |
| High net worth individuals | 69 | $161M | 41.8% |
| Pension and profit sharing plans | 19 | $26.1M | 6.77% |
| Charitable organizations | 13 | $3.2M | 0.83% |
| Corporations and other businesses | Fewer than 5 | $2.0M | 0.52% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Arthur Clayton Everly | President | Chartered Financial Consultant | Jan 1994 (33y) | 50% – 75% |
| Kevin R. Worthley | Exec. Vice President/Secretary | CFP | Jan 2013 (14y) | 10% – 25% |
| Scott G. Everly | Registered Representative | Chartered Financial Consultant | Jan 2016 (11y) | 10% – 25% |
| Jeremy Antonino Lawton | Registered representative | Chartered Financial Consultant | Jul 2022 (4y) | |
| Todd Michael Casazza | Registered representative | CFP | Aug 2022 (4y) | |
| Christopher Dean Di Petrillo | Registered representative | CFP | Jul 2025 (1y) |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/21/2026 | 906 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Commissions
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $346M (90% of AUM) Jul 2026
- Sei Investments Distribution Co. $36.2M (17% of AUM) Nov 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 24, 2026.
View current Form ADV (SEC/IAPD) ↗