Be advised. This firm is no longer registered.

Wealthtrak Financial Services, LLC

Wealthtrak Financial Services, LLC (CRD# 145427) is a financial advisory firm headquartered in Gresham, OR. They manage $9,189,939 in 22 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
886 Nw Council Drive, Gresham, OR 97030
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    22
    ACCOUNTS
  • Average Account Value
    $417,725
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OR

Financial Advisors at Wealthtrak Financial Services, LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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