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WEALTHTRAK CAPITAL MANAGEMENT, L.L.C.

Advisory

N·VIRGINIA BEACH, VA

Data as of May 27, 2026 · Source: SEC Form ADV

Total AUM
$214M
1-Year AUM Growth
0.0%
3-Year CAGR
+5.0%
Employees
3
Assets Under Management
Total AUM$214M
Discretionary AUM$214M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients278
Team
Total Employees3
Investment Advisers5
Employee Growth (1Y)-25.0%
Filing History
Total Filings on Record6
First FilingMar 8, 2022
Latest FilingMay 27, 2026
🔒 Full AUM trend chart and 6 historical filings spanning 4+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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