Wealthtrak Advisors

Wealthtrak Advisors (CRD# 160057) is a financial advisory firm headquartered in Virginia Beach, VA. They manage $40,898,946 in 393 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    41
    MILLION
  • Total Number of Accounts
    393
    ACCOUNTS
  • Average Account Value
    $104,069
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC, TX, VA

Financial Advisors at Wealthtrak Advisors
Showing 1 - 4 of 4 top financial advisors.
1
Ronald C. Whited
CRD#: 2530579
4532 Bonney Road, Suite C, Virginia Beach, VA 23462
93
Wealthminder
score

Ronald Whited (CRD# 2530579) is an Investment Advisor Representative working at Wealthtrak Advisors in Virginia Beach, VA and has over 23 years of experience in the finance industry.

2
Ryan W. Whited
CRD#: 6416287
4532 Bonney Road, Suite C, Virginia Beach, VA 23462
88
Wealthminder
score

Ryan Whited (CRD# 6416287) is an Investment Advisor Representative working at Wealthtrak Advisors in Virginia Beach, VA and has over 2 years of experience in the finance industry.

3
Tracy W. Whited
CRD#: 2022462
4532 Bonney Road, Suite C, Virginia Beach, VA 23462
83
Wealthminder
score

Tracy Whited (CRD# 2022462) is an Investment Advisor Representative working at Wealthtrak Advisors in Virginia Beach, VA and has over 27 years of experience in the finance industry.

4
Ronald W. Whited
CRD#: 1643066
4532 Bonney Road, Suite C, Virginia Beach, VA 23462
73
Wealthminder
score

Ronald Whited (CRD# 1643066) is an Investment Advisor Representative working at Wealthtrak Advisors in Virginia Beach, VA and has over 30 years of experience in the finance industry.

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