4536 Bonney Road
Virginia Beach, Virginia 23462
Tel: 757-523-1250
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$45,003,485,534 | 354 | 181 | |
$32,231,415,180 | 53 | 47 | |
$26,988,658,396 | 84 | 99 | |
$24,381,015,458 | 94 | 27 | |
$20,812,400,000 | 4775 | 68 |
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