Wealthtrak Advisors
Firm details
- Headquarters
- Virginia Beach, Virginia
- CRD number
- 160057
- Registered since
- April 7, 2022
- Website
- www.wealthtrakcm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI63.4%
- Individuals34.6%
- Corporations / Businesses1.35%
- Other0.52%
- Charitable Organizations0.13%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Wealthtrak Advisors is an independent, SEC‑registered registered investment adviser that operates as a limited liability company and is owned by an individual. The firm is a capital allocator that serves both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. Wealthtrak charges on a mix of fee schedules — percentage of assets under management, hourly fees, and fixed fees — and does not position itself as an active ESG investor. The firm appears to have an affiliation with an insurance company, which is consistent with its use of insurance products in client programs.
Assets & Accounts
Public Holdings
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
Asset composition
- Public Funds/Mutual Funds83%
- Private Funds7%
- Exchange Traded Equities6%
- Cash & Cash Equivalents3%
- Non-Exchange Traded Equities1%
Owners & executives
1 of 1Tracy Whited
CHIEF INVESTMENT OFFICER, WEALTH ADVISORCRD 2022462
Contacts
3 of 4
Ronald Whited
Founding PartnerCRD 2530579
Benjamin Hawkins
Senior PartnerCRD 5601074
Ryan Whited
Director Of Portfolio ManagementCRD 6416287
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 83Active vs passive
$214M in ETFs
57%
$121M
20%
$92.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $21M | 238,962 | 9.82% |
Location
Virginia Beach, VA
Virginia Beach City
Location
Virginia Beach, VA
Headquartered in Virginia Beach, VA, anchoring the Virginia Beach-Norfolk, VA-NC metro in the South.
- Metro area
- Virginia Beach-Norfolk, VA-NC
- Region
- South
- County
- Virginia Beach City
- Address
- 272 Bendix Rd
- Time zone
- ET (UTC-5)
- Office locations
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