WEALTHTRAK CAPITAL MANAGEMENT, L.L.C.
B57
CRD 160057·SEC 801-123640·VIRGINIA BEACH, VA
AUM
$195.4M
$100M-$500M
Est. Revenue
$2.0M
@ 1% on AUM
Est. EBITDA
$586K
@ 30% margin
Est. Deal Value
$4.7M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
Client mix
| Individuals Other | 207 |
| Individuals High Net Worth | 63 |
| Other | 5 |
| Corporations | 4 |
| Charitable Organizations | 1 |
Operations
Advisory staff (5-yr trend)
'23 · 4 advisors
'25 · 3 advisors
'26 · 3 advisors
'23'26
4 advisors → 3 advisors▼ -25%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (9)
Everything else we've pulled for this record, not yet curated into a section.