# Wealthtrak Advisors

> Wealthtrak Advisors is an SEC-registered investment advisory firm in Virginia Beach, VA, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 27, 2026.

- CRD: 160057
- Filed as: WEALTHTRAK ADVISORS
- Legal name: Wealthtrak Capital Management, L.L.C.
- Also doing business as: WEALTHTRAK ADVISORS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Virginia Beach, VA
- Filing period: October 2026
- Form ADV filing dated: May 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/160057
- AdvisorCensus page: https://advisorcensus.com/firm/wealthtrak-advisors-virginia-beach-va-160057

## Quick answers

**How is Wealthtrak Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Wealthtrak Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Wealthtrak Advisors located?**
Wealthtrak Advisors' principal office is in Virginia Beach, VA, according to its Form ADV.

**Is Wealthtrak Advisors registered with the SEC or a state?**
Wealthtrak Advisors is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 160057.

**How much does Wealthtrak Advisors manage?**
Wealthtrak Advisors reports $214,279,037 in regulatory assets under management in its Form ADV filing dated May 27, 2026 (100% discretionary).

**How have Wealthtrak Advisors' assets and staff changed since 2022?**
In the Form ADV data for Wealthtrak Advisors: Regulatory assets under management: $135,684,240 in the October 2022 data and $214,279,037 in the October 2026 data, up 58%. Total employees: 6 in October 2022 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Wealthtrak Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (204); high net worth individuals (63); other (6).

**Which custodians does Wealthtrak Advisors use?**
Wealthtrak Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Wealthtrak Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/160057

**What changed in Wealthtrak Advisors' recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $164,611,682 to $195,351,410 (+19%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $214,279,037
- Discretionary: $214,279,037
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 204 | $74,146,807 |
| High net worth individuals | 63 | $135,851,563 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 1 | $286,574 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 4 | $2,890,070 |
| Other | 6 | $1,104,023 |

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

### Firm details
- Registered since: 2022 (4 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NC, SC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wealthtrakcm.com
- weathtrkadvisors.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $135,684,240 | 6 | March 29, 2022 |
| October 2023 | $121,166,349 | 6 | February 15, 2023 |
| October 2024 | $140,632,993 | 6 | July 15, 2024 |
| October 2025 | $164,611,682 | 5 | June 30, 2025 |
| October 2026 | $214,279,037 | 5 | May 27, 2026 |

Regulatory assets under management: $135,684,240 in the October 2022 data and $214,279,037 in the October 2026 data, up 58%.
Total employees: 6 in October 2022 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $164,611,682 to $195,351,410 (+19%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealthtrak Advisors (CRD 160057): Form ADV filing data as of October 2026.