Data / Investment advisers / Virginia / Wealthtrak Advisors
Wealthtrak Advisors, Virginia Beach, VA: $214 million AUM, SEC registered investment adviser
Wealthtrak Advisors is an SEC registered investment adviser with its main office in Virginia Beach, Virginia and reports $214 million in regulatory assets under management in its Form ADV filed May 27, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 160057
- SEC file number
- 801-123640
- SEC status
- Approved, effective April 7, 2022
- Legal name
- Wealthtrak Capital Management, L.L.C.
- Main office
- 272 Bendix Road Suite 130, Virginia Beach, VA 23452
- Phone
- (757) 523-1250
- Website
- weathtrkadvisors.com
- Regulatory AUM
- $214,279,037 in the Form ADV filed May 27, 2026
- Discretionary AUM
- $214,279,037
- Accounts
- 780
- Employees
- 5, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- May 27, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 63 | $135.9 million |
| Individuals (other than high net worth individuals) | 204 | $74.1 million |
| Corporations or other businesses | 4 | $2.9 million |
| Charitable organizations | 1 | $286,574 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| June 1, 2026 | $214.3 million | May 27, 2026 |
| April 1, 2026 | $195.4 million | March 4, 2026 |
| December 1, 2025 | $164.6 million | June 30, 2025 |
Other advisers in Virginia Beach
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Virginia Wealth Management Group, Inc. | Virginia Beach | $393.8 million | Not listed | adviserinfo.sec.gov |
| Vantage Consulting Group Inc | Virginia Beach | $246.3 million | 9 | adviserinfo.sec.gov |
| Spectrum Financial Inc | Virginia Beach | $236.5 million | Not listed | adviserinfo.sec.gov |
| Altura Wealth Advisors | Virginia Beach | $234.9 million | Not listed | adviserinfo.sec.gov |
| Bay Capital Advisors, LLC | Virginia Beach | $228.3 million | Not listed | adviserinfo.sec.gov |
| Cook Financial Designs, Inc. | Virginia Beach | $172.4 million | Not listed | adviserinfo.sec.gov |
| Jjsa Advisors, LTD. | Virginia Beach | $154.3 million | Not listed | adviserinfo.sec.gov |
| Hundredfold Advisors, LLC | Virginia Beach | $148.2 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Virginia Beach, VA
- Investment advisers in Virginia
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Wealthtrak Advisors on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.