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TRAC WEALTH MANAGEMENT, INC
CRD 281128
3750 W MAIN STREET, SUITE 142, NORMAN, OK, 73072, United States
Phone
405-615-4465
Fax
405-353-7033
Registration
— (—)
Source
State registered
Total AUM
$14.7M
Discretionary AUM
$11.5M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-04-10
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 155 | $8.9M |
| High net worth individuals | 2 | $2.7M |
| Corporations/business entities | 5 | $3.2M |
All web addresses on file
Official SEC filing: View on IAPD