Wealthtrak Capital Management, L.L.C.
● SEC registered since 2022CRD 160057SEC# 801-123640Virginia Beach, VA
Reg. AUM
$214.3M
Employees
5
Accounts
780
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 $214.3 million in regulatory assets under management and employs 5 people.
Wealthtrak Capital Management, L.L.C. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ronald Christopher Whited Control | Managing Partner/Member/Chief Compliance Officer | 50-75% | 2011 |
| Tracy Wayne Whited Control | Senior Partner/Member | 50-75% | 2011 |
Frequently asked questions
How much does Wealthtrak Capital Management, L.L.C. manage?
Wealthtrak Capital Management, L.L.C. reports $214.3 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
| Address | 272 Bendix Road, Suite 130, Virginia Beach, VA 23452 |
| Phone | (757) 523-1250 |
| Fax | (757) 523-2510 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$214.3M▲ 30%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 73%
Larger than 27% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$214.3Mregulatory AUM
Discretionary $214.3M