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Cleartrek Wealth Partners

Cleartrek Wealth Partners

Financial Services1-10 Employees

Company overview

HeadquartersXX
Website
NAICS52
Founded2025
Employees1-10

Key Contact at Cleartrek Wealth Partners

Flag of US

Mitch Bergen

Co-Founder, Wealth Partner

About Cleartrek Wealth Partners

Cleartrek Wealth Partners was founded by a team of advisors with shared values and Nebraska roots. Though we operate independently, we work as a unified team, utilizing the tools and strategies we believe best support each client’s unique goals. Our approach is long-term and intentional, built around consistency in both process and communication. Advisory services offered through NewEdge Advisors, LLC, a registered investment adviser. Securities offered through NewEdge Securities, LLC. Member FINRA/SIPC. NewEdge Advisors, LLC and NewEdge Securities, LLC are wholly owned subsidiaries of NewEdge Capital Group, LLC. Advisory services are only offered to clients where NewEdge Advisors, LLC, doing business as Cleartrek Wealth Partners, and its representatives are properly licensed or exempt from licensure. The information contained herein is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by NewEdge Advisors, LLC and Cleartrek Wealth Partners unless a client service agreement is in place. Third-party posts found on this profile do not reflect the views of NewEdge Advisors, LLC or NewEdge Securities, LLC, and have not been reviewed by either entity for accuracy or completeness.

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Cleartrek Wealth Partners revenue & valuation

Annual revenue$171,110
Revenue per employee$86,000
Estimated valuation?$547,552
Total fundingNo funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Cleartrek Wealth Partners has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Cleartrek Wealth Partners has never raised funding before.

Frequently asked questions

Cleartrek Wealth Partners is located in XX.
Cleartrek Wealth Partners was founded in 2025, making it 1 years old. The company has established itself as a significant player in its industry over this time.
Cleartrek Wealth Partners has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

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