# WEALTH TRAK FINANCIAL SERVICES, LLC

WEALTH TRAK FINANCIAL SERVICES, LLC of GRESHAM, OR is an SEC-registered investment adviser.

## Registration

- CRD: 145427
- Type: SEC-registered investment adviser
- SEC file number: 801-68542
- Location: 886 NW COUNCIL DRIVE, GRESHAM, OR, 97030-3752
- Phone: 503-667-4186
- Latest filing: 2010-02-25
- Regulatory AUM: $16.1M
- Discretionary AUM: $16.1M
- Clients: 1
- Accounts: 18

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| [KEHOE ROBERT BROOKS](https://search.stillhousedata.com/person/785062) | CHIEF COMPLIANCE OFFICER; PRESIDENT | — |
| [TAYLOR BUD LEE](https://search.stillhousedata.com/person/785063) | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER; PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/145427/brochure
- Similar advisers: https://search.stillhousedata.com/firm/145427/similar
- Related entities: https://search.stillhousedata.com/firm/145427/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/145427

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.