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.

Current firm

ADVISOR SHARE WEALTH MANAGEMENT, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Nov 1, 1987earliest registration or exam on IAPD

Years in industry

38derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S65|S63

First exam

Jun 14, 1999

First registration

Mar 7, 2002

Dual registered

no

Other names

CHIP WITTROCK|WALTER MARVIN WITTROCK

IAPD individual key

3210647

• Occurred

  May 16, 2023
  Advisor changed firm

  Walter Marvin Wittrock left Trek Financial for Advisor Share Wealth Management, Llc (registered 2023-05-19)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:c03f3db7-ff51-72bb-6342-1601d78c0eed

First observed

Mar 7, 2002

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed 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.