Christopher D. Dipetrillo

WEALTH MANAGEMENT RESOURCES

Smithfield, RI 02917

Some features on this profile are disabled

CRD#: 7350047

Professional summary

Christopher Dean Dipetrillo, who also goes by Christopher Dipetrillo, is a registered financial advisor currently at WEALTH MANAGEMENT RESOURCES, INC. located in Smithfield, Rhode Island.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Christopher has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Christopher Dipetrillo

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Dean Dipetrillo's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 28, 2025 - Present

WEALTH MANAGEMENT RESOURCES, INC.

Office #1: 28 Cedar Swamp Road Suite One, Smithfield, RI 02917

RIA

CRD#: 45452

Smithfield, RI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

WEALTH MANAGEMENT RESOURCES, INC.

CRD#: 45452 / SEC#: 801-57281, 8-51061

RIA

Registered Investment Advisory firm - SEC (2/18/2000 Approved)

Terminated by SEC on 09/10/2023

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Rhode Island
(7/28/2025)

IAR

Texas
(7/28/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

WEALTH MANAGEMENT RESOURCES, INC.

CRD#: 45452 / SEC#: 801-57281, 8-51061

RIA

Registered Investment Advisory firm - SEC (2/18/2000 Approved)

Terminated by SEC on 09/10/2023

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

28 Cedar Swamp Road Suite One, Smithfield, RI 02917

Mailing Address

Phone number

(401) 356-1400

Established

Rhode Island since 01/18/1994

Firm type

Corporation

Fiscal year end

December

Firm Size

Small

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

01 29 2026 WMR FORM ADV PART 2A AND 2B FINAL (1/29/2026)

Direct owners and executive officers

Name	Position	CRD#
WORTHLEY, KEVIN R	EXEC. VICE PRESIDENT/SECRETARY	4089865
WORTHLEY, KEVIN R	CHIEF COMPLIANCE OFFICER	4089865
NEELY, KIMBERLY BETH	FINOP	2045019

Regulatory assets under management

Total Number of Accounts	1,508
AUM (Assets Under Management)	$ 385,200,640

Disclosures

Regulatory Event

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

David Loughlin

CITIZENS SECURITIES, INC.

IAR

WARWICK, RI

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Christopher D. Dipetrillo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Dean Dipetrillo's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEALTH MANAGEMENT RESOURCES, INC.

Primary Firm SEC Registration

WEALTH MANAGEMENT RESOURCES, INC.

State Registrations and Notice Filings

Exams

Current Firm

WEALTH MANAGEMENT RESOURCES, INC.

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Disclosures

Red Flags

Company Information

WEALTH MANAGEMENT RESOURCES, INC.

TRUST BUT VERIFY

Similar Advisors