WEALTHTRAK CAPITAL MANAGEMENT, L.L.C.
Legal name: WEALTHTRAK ADVISORS
CRD #160057 SEC #801-123640 VIRGINIA BEACH, VA (757) 523-1250
SEC Registered
Total AUM
$164.6M
Discretionary
$163.1M
Employees
5
Clients
101
Accounts
714
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $164.6M | $163.1M | $1.6M | 5 | 0 |
| Mar 2025 | $164.6M | $163.1M | $1.6M | 5 | 0 |
| Mar 2025 | $164.6M | $163.1M | $1.6M | 5 | 0 |
| Nov 2024 | $140.6M | $137.9M | $2.7M | 5 | 0 |
| Jul 2024 | $140.6M | $137.9M | $2.7M | 6 | 0 |
| Mar 2024 | $140.6M | $137.9M | $2.7M | 6 | 0 |
| Feb 2023 | $121.2M | $118.8M | $2.3M | 6 | 0 |
| Mar 2022 | $135.7M | $133.2M | $2.5M | 6 | 0 |
| Mar 2022 | $135.7M | $133.2M | $2.5M | 6 | 0 |
DateJun 2025
Total AUM$164.6M
Discretionary$163.1M
Non-Disc.$1.6M
Employees5
Clients0
DateMar 2025
Total AUM$164.6M
Discretionary$163.1M
Non-Disc.$1.6M
Employees5
Clients0
DateMar 2025
Total AUM$164.6M
Discretionary$163.1M
Non-Disc.$1.6M
Employees5
Clients0
DateNov 2024
Total AUM$140.6M
Discretionary$137.9M
Non-Disc.$2.7M
Employees5
Clients0
DateJul 2024
Total AUM$140.6M
Discretionary$137.9M
Non-Disc.$2.7M
Employees6
Clients0
DateMar 2024
Total AUM$140.6M
Discretionary$137.9M
Non-Disc.$2.7M
Employees6
Clients0
DateFeb 2023
Total AUM$121.2M
Discretionary$118.8M
Non-Disc.$2.3M
Employees6
Clients0
DateMar 2022
Total AUM$135.7M
Discretionary$133.2M
Non-Disc.$2.5M
Employees6
Clients0
DateMar 2022
Total AUM$135.7M
Discretionary$133.2M
Non-Disc.$2.5M
Employees6
Clients0