Overview
Assets Under Management: $195 million
Headquarters: VIRGINIA BEACH, VA
High-Net-Worth Clients: 63
Average Client Assets: $2.0 million
Frequently Asked Questions
WEALTHTRAK ADVISORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #160057), WEALTHTRAK ADVISORS is subject to fiduciary duty under federal law.
WEALTHTRAK ADVISORS is headquartered in VIRGINIA BEACH, VA.
WEALTHTRAK ADVISORS serves 63 high-net-worth clients according to their SEC filing dated March 04, 2026. View client details ↓
According to their SEC Form ADV, WEALTHTRAK ADVISORS offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
WEALTHTRAK ADVISORS manages $195 million in client assets according to their SEC filing dated March 04, 2026.
According to their SEC Form ADV, WEALTHTRAK ADVISORS serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 63
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.07%
Average Client Assets: $2.0 million
Total Client Accounts: 780
Discretionary Accounts: 780
Regulatory Filings
CRD Number: 160057
Filing ID: 2063551
Last Filing Date: 2026-03-04 13:59:40