WealthTrak Capital Management LLC

EST. AUM
$195,351,410

CONTACTS

CLIENT ACCOUNTS
780

Firm Details

Metro area Virginia Beach
CRD Number 160057
Website wealthtrakcm.com
Client types

Overview

WealthTrak Advisors (WealthTrak Capital Management LLC) is an independent registered investment advisor based in Virginia Beach, Virginia, established in 1991 as First Financial Planners. The firm serves individuals and families with comprehensive wealth management and retirement planning services, emphasizing targeted investment strategies, independence, and long-term multigenerational client relationships.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

WealthTrak Capital Management LLC

Platform Details

Investment Preferences

Alternative Activity

Address

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