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Christopher Dean Dipetrillo

WEALTH MANAGEMENT RESOURCES
SMITHFIELD, RI
·CRD# 7350047·1 year experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Christopher Dipetrillo

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

1 years in the financial services industry

Current & Past Employments

WEALTH MANAGEMENT RESOURCES, INC.·CRD# 45452
RIA
28 Cedar Swamp Road Suite One, Smithfield, RI 02917
July 28, 2025 - Present

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Current Firm

WM
WEALTH MANAGEMENT RESOURCES, INC.

WEALTH MANAGEMENT RESOURCES, INC.

CRD#: 45452 / SEC#: 801-57281, 8-51061
RIA
Registered Investment Advisory firm - SEC (2/18/2000 Approved)
BD
Terminated by SEC on 09/10/2023

Contact Information

Main Address

28 Cedar Swamp Road Suite One, Smithfield, RI 02917

Phone Number

(401) 356-1400

Established

Rhode Island since 01/18/1994

Firm Type

Corporation

Fiscal Year End

December

Firm Size

Small

# of Employees

9

SEC notice filing (13 States and Territories)

Registered to provide investment advisory services in 13 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

07 24 2026 WMR FORM ADV PART 2A AND 2B FINAL (7/24/2026)

Direct owners and executive officers

NamePositionCRD#
WORTHLEY, KEVIN REXEC. VICE PRESIDENT/SECRETARY4089865
WORTHLEY, KEVIN RCHIEF COMPLIANCE OFFICER4089865
NEELY, KIMBERLY BETHFINOP2045019

Regulatory Assets Under Management

Total Number of Accounts

1,508

AUM (Assets Under Management)

$385,200,640

Disclosures

Regulatory Event

2

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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.

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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".
WM
WEALTH MANAGEMENT RESOURCES, INC.

WEALTH MANAGEMENT RESOURCES, INC.

CRD#: 45452 / SEC#: 801-57281, 8-51061
RIA
Registered Investment Advisory firm - SEC (2/18/2000 Approved)
BD
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.
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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

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CRS (Client Relationship Summary) - RIA

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

CRS (Customer Relationship Summary)

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