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WEALTHTRAK ADVISORS

4536 Bonney Road
Virginia Beach, Virginia 23462
Tel: 757-523-1250

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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 $121,166,349 assets under management, offering retirement planning & investment advisory services to 618 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#160057
SEC# 801-123640
Assets Managed by Firm $121,166,349
No. of Clients 618
No. of Advisors 6

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM
Firm Total618$121,166,349
Individuals (other than high net worth individuals)215$54,672,420
High net worth individuals41$65,594,364
Charitable organizations0$188,769
Corporations or other businessesFewer than 5 clients$710,796
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