Wealth Resource Investment Advisors LLC

Wealth Resource Investment Advisors LLC (CRD# 300752) is a financial advisory firm headquartered in Mesa, AZ. They manage $11,019,293 in 15 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1423 S. Higley Road Suite #128, Mesa, AZ 85206
https://wealthria.com
By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    15
    ACCOUNTS
  • Average Account Value
    $734,620
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ

Financial Advisors at Wealth Resource Investment Advisors LLC
Showing 1 - 1 of 1 top financial advisors.
1
Janel Durfee, financial advisor Mesa AZ
Janel Durfee
CRD#: 4147196
1423 S. Higley Road, Suite #128, Mesa, AZ 85206

Janel Durfee (CRD# 4147196) is an Investment Advisor Representative working at Wealth Resource Investment Advisors LLC in Mesa, AZ and has over 23 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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