TRAC WEALTH MANAGEMENT, INC

TRAC WEALTH MANAGEMENT, INC of NORMAN, OK is an SEC-registered investment adviser (CRD 281128). Regulatory assets under management: $14.7M.

Registration

• CRD: 281128
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 281128 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search