


Cleartrek Wealth Partners
Financial Services • • 1-10 Employees
Company overview
| Headquarters | XX |
| Website | |
| NAICS | 52 |
| Founded | 2025 |
| Employees | 1-10 |
Key Contact at Cleartrek Wealth Partners
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.
Cleartrek Wealth Partners revenue & valuation
| Annual revenue | $171,110 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $547,552 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
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
4.8
40,000 users



