# TRAC WEALTH MANAGEMENT, INC

TRAC WEALTH MANAGEMENT, INC of NORMAN, OK is an SEC-registered investment adviser.

## Registration

- CRD: 281128
- Type: SEC-registered investment adviser
- Location: 3750 W MAIN STREET, NORMAN, OK, 73072
- Phone: 405-615-4465
- Latest filing: 2026-04-10
- Regulatory AUM: $14.7M
- Discretionary AUM: $11.5M
- Non-discretionary AUM: $3.2M
- Clients: 1
- Accounts: 162

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/281128/brochure
- Similar advisers: https://search.stillhousedata.com/firm/281128/similar
- Related entities: https://search.stillhousedata.com/firm/281128/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/281128

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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.