# Trackside Wealth

> Trackside Wealth is a state-registered investment advisory firm, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 13, 2026.

- CRD: 342750
- Filed as: TRACKSIDE WEALTH
- Legal name: Trackside Wealth LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Georgia
- Filing period: October 2026
- Form ADV filing dated: August 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/342750
- AdvisorCensus page: https://advisorcensus.com/firm/trackside-wealth-342750

## Quick answers

**How is Trackside Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Trackside Wealth reports these compensation arrangements: fixed fees (other than subscription fees).

**Is Trackside Wealth registered with the SEC or a state?**
Trackside Wealth is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 342750.

**How much does Trackside Wealth manage?**
Trackside Wealth reports $0 in regulatory assets under management in its Form ADV filing dated August 13, 2026.

**Does Trackside Wealth 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/342750

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ridetrackside.com
- LinkedIn @trackside-wealth

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Trackside Wealth (CRD 342750): Form ADV filing data as of October 2026.