Wealthtrak Advisors
Wealthtrak Advisors is an SEC-registered mass-market adviser in Virginia Beach, VA with $214.3M assets under management (AUM, regulatory AUM), +30% over one year. See who owns Wealthtrak Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 160057, SEC 801-123640, data through 2026-05-27.
- AUM (assets under management / regulatory AUM)
- $214.3M (2026-05-27)
- Firm type
- Mass-Market Adviser
- Location
- Virginia Beach, VA
- Employees
- 5
- Clients
- 278
- CRD
- 160057
- Ownership
- WHITED, TRACY, WAYNE; WHITED, RONALD, CHRISTOPHER
How much AUM does Wealthtrak Advisors have?
Wealthtrak Advisors reported $214.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-27).
Who owns Wealthtrak Advisors?
Disclosed owners and executives of Wealthtrak Advisors include WHITED, TRACY, WAYNE, WHITED, RONALD, CHRISTOPHER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.