Wealth Trac Financial

Financial Services • Bingham Farms, Michigan, United States • 1-10 Employees

Company overview

Headquarters	31100 Telegraph Road, Suite 210, Bingham Farms, MI 48025, US
Phone number	+12483852385
Website	wealthtracfinancial.com
NAICS	52
SIC	628
Keywords	Wealth Management, Financial Planning, Estate Planning, Investment Advising
Founded	2007
Employees	1-10
Socials

Key Contact at Wealth Trac Financial

Kurt Fillmore

President And Owner

Wealth Trac Financial Email Formats

Wealth Trac Financial uses 2 email formats. The most common is {first initial} (e.g., j@wealthtracfinancial.com), used 66.7% of the time.

Format	Example	Percentage
{first initial}	j@wealthtracfinancial.com	66.7%
{first name}	john@wealthtracfinancial.com	33.3%

About Wealth Trac Financial

Wealth Trac Financial LLC is a fully independent wealth management firm providing financial, estate, and tax planning services. Our experienced team of wealth management advisors get to know you and your family to determine the optimal course of action for meeting your personal goals. We create comprehensive, custom wealth management plans, tailored specifically to the individual needs of every client. Our planning approach is holistic and thorough by incorporating our 5 Pillars: Investments, Income, Taxes, Healthcare, and Legacy. Through consistent monitoring and nurturing of our clients' long-term plans, we strive to help individuals and families live the lives they've always imagined.

Wealth Trac Financial revenue & valuation

Annual revenue	$12,800,000
Revenue per employee	$2,118,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$40,700,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Founder/Owner

Funding Data

Wealth Trac Financial has never raised funding before.

Wealth Trac Financial Tech Stack

Discover the technologies and tools that power Wealth Trac Financial's digital infrastructure, from frameworks to analytics platforms.

Modernizr

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jQuery CDN

CDN

lit-element

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Google Maps

Maps

Animate.css

UI frameworks

Beaver Builder

WordPress plugins

lit-html

JavaScript libraries

Wistia

Video players

jQuery Migrate

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Cloudflare

CDN

Apache HTTP Server

Web servers

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Frequently asked questions

Wealth Trac Financial is located in Bingham Farms, Michigan, US.

You can reach Wealth Trac Financial at +12483852385.

Wealth Trac Financial was founded in 2007, making it 19 years old. The company has established itself as a significant player in its industry over this time.

Wealth Trac Financial has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Wealth Trac Financial

Kurt Fillmore

President And Owner

4.8

40,000 users