# Trac Wealth Management, Inc

> Trac Wealth Management, Inc is a state-registered investment advisory firm in Norman, OK, registered since 2015, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 10, 2026.

- CRD: 281128
- Filed as: TRAC WEALTH MANAGEMENT, INC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Norman, OK
- Filing period: October 2026
- Form ADV filing dated: April 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/281128
- AdvisorCensus page: https://advisorcensus.com/firm/trac-wealth-management-inc-norman-ok-281128

## Quick answers

**How is Trac Wealth Management, Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Trac Wealth Management, Inc reports these compensation arrangements: a percentage of assets under its management.

**Where is Trac Wealth Management, Inc located?**
Trac Wealth Management, Inc's principal office is in Norman, OK, according to its Form ADV.

**Is Trac Wealth Management, Inc registered with the SEC or a state?**
Trac Wealth Management, Inc is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 281128.

**How much does Trac Wealth Management, Inc manage?**
Trac Wealth Management, Inc reports $14,692,015 in regulatory assets under management in its Form ADV filing dated April 10, 2026 (79% discretionary).

**What types of clients does Trac Wealth Management, Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (155); corporations or other businesses not listed above (5); high net worth individuals (2).

**Does Trac Wealth Management, Inc report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/281128

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $14,692,015
- Discretionary: $11,539,537
- Non-discretionary: $3,152,478

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 155 | $8,854,110 |
| High net worth individuals | 2 | $2,685,427 |
| Corporations or other businesses not listed above | 5 | $3,152,478 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2015 (10 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OK, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- tracwealthmanagement.com
- Facebook @TRAC-Advisor-Group-Inc-230014750978185
- LinkedIn @trac-advisor-group

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Trac Wealth Management, Inc (CRD 281128): Form ADV filing data as of October 2026.