Trac Wealth Management, Inc

Overview

Trac Wealth Management, Inc. is a small, privately owned advisory corporation that manages portfolios for individuals, families and select institutional clients. The firm charges fees based on a percentage of assets under management and provides discretionary portfolio management as well as the selection of third‑party advisers when needed. Trac Wealth does not identify as an active ESG investor and is not registered as a multi‑state adviser; it operates as a single‑office, individual‑owned firm that functions as a capital allocator, directing client capital across in‑house exposures and external managers. Advisory services focus on traditional portfolio management for individuals and small businesses, with an emphasis on delegating portions of client portfolios to outside managers where appropriate. The firm’s business mix and fee model suggest a conventional RIA practice centered on customized wealth management rather than product distribution or pension consulting.

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Public Holdings

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Location & Offices