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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

WEALTHTRAK ADVISORS

WEALTHTRAK CAPITAL MANAGEMENT, L.L.C., CRD 160057

VIRGINIA BEACH, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:68f57f50-d7c2-43de-85b4-1022ddee44f3

Data as of May 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Mar 8, 2022 to May 27, 2026
10 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.98 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=2.0
Regulatory AUM: $214MItem 5.F on the latest filing (2026-05-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $214M
Private client RAUM: $210MderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $42.9Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 780
Individual clients: 204
High net worth clients: 63
Custody, client assets: $75.9M
SEC number: 801-123640
CRD: 160057
Filings on the tape: 10
First filed: Mar 8, 2022
Latest filed: May 27, 2026
Organised: Limited Liability Company, VA
Website: weathtrkadvisors.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
RONALD CHRISTOPHER WHITED	n/a	VIRGINIA BEACH, VA	14	32	2	yes
TRACY WAYNE WHITED	n/a	VIRGINIA BEACH, VA	14	36	2	no
RYAN WAYNE WHITED	Chartered Financial Analyst	VIRGINIA BEACH, VA	11	11	n/a	no
HOLLY MICHELLE RICE	Chartered Financial Consultant	VIRGINIA BEACH, VA	7	13	n/a	no
BENJAMIN NEIL HAWKINS	Certified Financial Planner	VIRGINIA BEACH, VA	5	17	2	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
WHITED, RONALD, CHRISTOPHER	MANAGING PARTNER/MEMBER/CHIEF COMPLIANCE OFFICER	D	yes	10/2011	Mar 8, 2022	Nov 20, 2024
WHITED, TRACY, WAYNE	SENIOR PARTNER/MEMBER	D	yes	10/2011	Mar 8, 2022	Nov 20, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
WEALTHTRAK INSURANCE SERVICES, LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 4, 2026	$195M	$195M	5	3	n/a	n/a
2024	Mar 5, 2025	$165M	$163M	5	3	n/a	n/a
2023	Mar 22, 2024	$141M	$138M	6	4	n/a	n/a
2022	Feb 15, 2023	$121M	$119M	6	4	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$214M	$165M	30.2%	$121M	20.9%	5	5	0	0

Relationships

Registered with (5)

← BENJAMIN NEIL HAWKINSAdvisorregistration: current employment
Dec 21, 2020 to presentfactForm ADV
← HOLLY MICHELLE RICEAdvisorregistration: current employment
Jan 2, 2019 to presentfactForm ADV
← RYAN WAYNE WHITEDAdvisorregistration: current employment
Apr 27, 2015 to presentfactForm ADV
← TRACY WAYNE WHITEDAdvisorregistration: current employment
Apr 3, 2012 to presentfactForm ADV
← RONALD CHRISTOPHER WHITEDAdvisorregistration: current employment
Jan 25, 2012 to presentfactForm ADV

Controls (2)

← WHITED, TRACY, WAYNEOwnerSENIOR PARTNER/MEMBER, ownership code D, individual
Mar 8, 2022 to Nov 20, 2024factForm ADV
← WHITED, RONALD, CHRISTOPHEROwnerMANAGING PARTNER/MEMBER/CHIEF COMPLIANCE OFFICER, ownership code D, individual
Mar 8, 2022 to Nov 20, 2024factForm ADV

Dated events

Occurred
Mar 8, 2022
First Form ADV filing
Wealthtrak Advisors filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:68f57f50-d7c2-43de-85b4-1022ddee44f3
First observed: Mar 8, 2022
Last observed: May 27, 2026 3 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

WEALTHTRAK ADVISORS

WEALTHTRAK CAPITAL MANAGEMENT, L.L.C., CRD 160057

VIRGINIA BEACH, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:68f57f50-d7c2-43de-85b4-1022ddee44f3

Data as of May 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:57 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

RONALD CHRISTOPHER WHITED

n/a

VIRGINIA BEACH, VA

yes

TRACY WAYNE WHITED

n/a

VIRGINIA BEACH, VA

RYAN WAYNE WHITED

Chartered Financial Analyst

VIRGINIA BEACH, VA

n/a

HOLLY MICHELLE RICE

Chartered Financial Consultant

VIRGINIA BEACH, VA

n/a

BENJAMIN NEIL HAWKINS

Certified Financial Planner

VIRGINIA BEACH, VA

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

WHITED, RONALD, CHRISTOPHER

MANAGING PARTNER/MEMBER/CHIEF COMPLIANCE OFFICER

yes

10/2011

Mar 8, 2022

Nov 20, 2024

WHITED, TRACY, WAYNE

SENIOR PARTNER/MEMBER

yes

10/2011

Mar 8, 2022

Nov 20, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

WEALTHTRAK INSURANCE SERVICES, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 4, 2026

$195M

n/a

2024

Mar 5, 2025

$165M

$163M

n/a

2023

Mar 22, 2024

$141M

$138M

n/a

2022

Feb 15, 2023

$121M

$119M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$214M

$165M

30.2%

$121M

20.9%