Wealth Trak Financial Services, LLC (Gresham)

Wealth Trak Financial Services provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Wealth Trak Financial Services: assets under management

The assets under management (AUM) of Wealth Trak Financial Services, LLC is $16.07 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -41% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $16.07 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $893 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Wealth Trak Financial Services, LLC for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Based in Gresham

The principal office where Wealth Trak Financial Services, LLC performs its advisory services is located at 886 Nw Council Drive, Gresham, OR 97030 3752, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 503-667-4186 or by fax 503-210-1329. The normal business hours are 8:30am to 5:00pm on Other.

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