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WEALTHTRAK ADVISORS

VIRGINIA BEACH, VA · CRD 160057 · IAPD ↗ · weathtrkadvisors.com · (757) 523-1250

$214.3MRegulatory AUM
3Advisory reps
5Employees
0Clients
101-250Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

25
July 2025 — WEALTHTRAK ADVISORS changed its website from wealthtrakcm.com to weathtrkadvisors.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
64
March 2025 — WEALTHTRAK ADVISORS reports 101-250 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
65
March 2025 — WEALTHTRAK ADVISORS now reports custody of client assets ($61.5M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
42
August 2024 — WEALTHTRAK ADVISORS notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.