$214.3M Total AUM
$214.3M Disc. AUM
19.2% 3Y CAGR
5 Employees
278 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-25-2012
- Office Locations
- 1
Office Locations
272 Bendix Road Suite 130 Virginia Beach VA
About Wealthtrak Advisors
Wealthtrak Advisors is a Virginia Beach-based RIA. The firm has been operating for 14 years. Managing $214.3M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
35 AVG AGE
$71.4M AVG AUM / ADVISOR
$770.8K AVG AUM / CLIENT
10.6 yrs AVG TENURE
5 Employees
3 Advisory Reps
5 RIA Reps
14yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
RONALD CHRISTOPHER WHITED
Chief Compliance Officer, Managing Partner
- CRD
- #2530579
- Ownership
- 50% but less than 75%
Available
Available
Available
T
TRACY WAYNE WHITED
Managing Partner, SENIOR PARTNER
- CRD
- #2022462
- Ownership
- 50% but less than 75%
Available
Available
Available
Showing 2 of 2 owners & executives
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BENJAMIN NEIL HAWKINS
--
- CRD
- #5601074
Available
Available
Available
H
HOLLY MICHELLE RICE
--
- CRD
- #4612923
Available
Available
Available
Showing 2 of 5 contacts
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $214,279,037 | $274,717 |
| Non-Discretionary | $0 | -- |
| Total | $214,279,037 | $274,717 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Private Funds:
Available Equity - Exchange:
Available Cash:
Available Equity - OTC:
Available Municipal Bonds:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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