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WEALTHTRAK ADVISORS
4536 Bonney Road
Virginia Beach, Virginia 23462
Tel: 757-523-1250
About WEALTHTRAK ADVISORS
WEALTHTRAK ADVISORS, formally registered with the SEC as WEALTHTRAK ADVISORS. The firm was established in 04/07/2022. They have over 1 offices throughout the country.
WEALTHTRAK ADVISORS is a Virginia Beach, Virginia based Financial Planning firm with nearly $164,611,682 assets under management, offering retirement planning & investment advisory services to 714 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 160057 |
| SEC# | 801-123640 |
| Assets Managed by Firm | $164,611,682 |
| No. of Clients | 714 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 714 | $164,611,682 |
| Individuals (other than high net worth individuals) | 225 | $77,279,963 |
| High net worth individuals | 41 | $84,071,048 |
| Charitable organizations | 1 | $217,837 |
| Corporations or other businesses | 4 | $1,863,407 |
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