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Wealthtrak Capital Management, L.L.C.

● SEC registered since 2022CRD 160057SEC# 801-123640Virginia Beach, VA
Export (members)
Reg. AUM
$164.6M
Employees
5
Accounts
714
Location
Virginia Beach, VA

Wealthtrak Capital Management, L.L.C. assets under management

Wealthtrak Capital Management, L.L.C. is an investment advisory firm registered with the SEC based in Virginia Beach, VA. The firm has been registered since 2022. It reports $164.6 million in regulatory assets under management and employs 5 people.
www.weathtrkadvisors.comView on SEC.gov ↗

Wealthtrak Capital Management, L.L.C. owners & executives

2 reported
NameTitleOwnershipSince
Ronald Christopher Whited ControlManaging Partner/Member/Chief Compliance Officer50-75%2011
Tracy Wayne Whited ControlSenior Partner/Member50-75%2011

Frequently asked questions

How much does Wealthtrak Capital Management, L.L.C. manage?

Wealthtrak Capital Management, L.L.C. reports $164.6 million in regulatory assets under management on its Form ADV.

How many employees does Wealthtrak Capital Management, L.L.C. have?

Wealthtrak Capital Management, L.L.C. reports 5 employees.

Where is Wealthtrak Capital Management, L.L.C. located?

Wealthtrak Capital Management, L.L.C. is based in Virginia Beach, VA and has been SEC-registered since 2022.

Does Wealthtrak Capital Management, L.L.C. disclose fund performance?

Wealthtrak Capital Management, L.L.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address272 Bendix Road, Suite 130, Virginia Beach, VA 23452
Phone(757) 523-1250
Fax(757) 523-2510
Office hours9:00 a.m. - 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$163.1M
Non-discretionary$1.6M
Total (RAUM)$164.6M