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 investment adviser organized as a limited liability company. The firm reports an owner-managed structure and serves both individual & family and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of third-party advisers. Compensation is flexible: Wealthtrak charges by percentage of assets under management and also offers hourly and fixed-fee engagements. The firm identifies itself as a capital allocator and does not position as an active ESG investor or a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 87Active vs passive
$191M in ETFs
64%
$122M
20%
$69M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF (GBIL) | Goldman Sachs | Passive | Ultrashort Bond | $16.3M | 162,950 | 8.54% |
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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