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 $121,166,349 assets under management, offering retirement planning & investment advisory services to 618 clients. The firm is staffed with 6 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 160057 |
SEC# | 801-123640 |
Assets Managed by Firm | $121,166,349 |
No. of Clients | 618 |
No. of Advisors | 6 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 618 | $121,166,349 |
Individuals (other than high net worth individuals) | 215 | $54,672,420 |
High net worth individuals | 41 | $65,594,364 |
Charitable organizations | 0 | $188,769 |
Corporations or other businesses | Fewer than 5 clients | $710,796 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$63,288,614,312 | 87 | 198 | |
$38,906,541,054 | 402 | 181 | |
$30,621,255,853 | 50 | 42 | |
$24,901,888,467 | 75 | 105 | |
$17,550,000,000 | 4952 | 67 |
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