RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Virginia
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jun 30, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
WHITED, RONALD, CHRISTOPHERISENIOR PARTNER/MEMBER/CHIEF COMPLIANCE OFFICERD Control
WHITED, RONALD, CHRISTOPHERISENIOR PARTNER/MEMBER/CHIEF COMPLIANCE OFFICERD Control
WHITED, RONALD, CHRISTOPHERISENIOR PARTNER/MEMBER/CHIEF COMPLIANCE OFFICERD Control
WHITED, RONALD, CHRISTOPHERIMANAGING PARTNER/MEMBER/CHIEF COMPLIANCE OFFICERD Control
WHITED, RONALD, CHRISTOPHERIMANAGING PARTNER/MEMBER/CHIEF COMPLIANCE OFFICERD Control
WHITED, RONALD, CHRISTOPHERIMANAGING PARTNER/MEMBER/CHIEF COMPLIANCE OFFICERD Control
WHITED, RONALD, CHRISTOPHERIMANAGING PARTNER/MEMBER/CHIEF COMPLIANCE OFFICERD Control
WHITED, RONALD, CHRISTOPHERIMANAGING PARTNER/MEMBER/CHIEF COMPLIANCE OFFICERD Control
WHITED, RONALD, CHRISTOPHERIMANAGING PARTNER/MEMBER/CHIEF COMPLIANCE OFFICERD Control
WHITED, TRACY, WAYNEISENIOR PARTNER/MEMBERD Control
WHITED, TRACY, WAYNEISENIOR PARTNER/MEMBERD Control
WHITED, TRACY, WAYNEISENIOR PARTNER/MEMBERD Control
WHITED, TRACY, WAYNEISENIOR PARTNER/MEMBERD Control
WHITED, TRACY, WAYNEISENIOR PARTNER/MEMBERD Control
WHITED, TRACY, WAYNEISENIOR PARTNER/MEMBERD Control
WHITED, TRACY, WAYNEISENIOR PARTNER/MEMBERD Control
WHITED, TRACY, WAYNEISENIOR PARTNER/MEMBERD Control
WHITED, TRACY, WAYNEISENIOR PARTNER/MEMBERD Control

Registrations

Federal

IA
Jun 30, 2025 REGISTERED

Notice Filings (5)

FL NC SC TX VA

Address

272 BENDIX ROAD
SUITE 130
VIRGINIA BEACH, VA 23452
United States
Phone: (757) 523-1250