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WEALTHTRAK ADVISORS
WEALTHTRAK CAPITAL MANAGEMENT, L.L.C.
CRD 160057 · SEC 801-123640
272 BENDIX ROAD, SUITE 130, VIRGINIA BEACH, VA, 23452, United States
Phone
(757) 523-1250
Fax
(757) 523-2510
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$214.3M
Discretionary AUM
$214.3M
Team
5 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 204 | $74.1M |
| High net worth individuals | 63 | $135.9M |
| Charitable organizations | 1 | $287K |
| Corporations/business entities | 4 | $2.9M |
States served
NC, SC, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD