Wealthtrace Advisors, Inc.
Firm details
- Headquarters
- Zionsville, Indiana
- CRD number
- 344704
- Registered since
- October 27, 2026
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Wealthtrace Advisors, Inc. is a newly formed corporate registered investment adviser that became SEC-registered in 2026. The firm lists ownership by a combination of a domestic entity and an individual and positions itself to deliver financial planning and portfolio management services aimed at individuals and small businesses. Fee arrangements include asset-based fees, hourly billing, and fixed-fee engagements. The snapshot classifies the firm as unclassified, indicates it does not act as a capital allocator, and notes it is not an active ESG investor or a pension consultant.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Zionsville, IN
Boone
Location
Zionsville, IN
Headquartered in Zionsville, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.
- Metro area
- Indianapolis-Carmel-Muncie, IN
- Region
- Midwest
- County
- Boone
- Address
- 11875 E 200 S
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Hobbs Wealth Management
RIAZionsville, IN
Canterbury Investment Management, LLC
RIAZionsville, IN
Wealth Advisory Solutions, LLC
RIAZionsville, IN
Storen Financial
RIAZionsville, IN
Timpe & Timpe Financial Advisory Services, L.L.C.
RIAZionsville, IN
Quantum Financial Services Inc.
RIAIndianapolis, IN