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Wealth Trac Financial LLC Employee Directory

Financial ServicesMichigan, United States2-10 Employees

Wealth Trac Financial LLC is a fully independent wealth management firm that offers comprehensive financial, estate, and tax planning services. The firm emphasizes creating tailored, holistic plans through a structured approach that considers investments, income, taxes, healthcare, and legacy to address the long-term goals of individuals and families. Its clients likely seek personalized guidance to coordinate multiple facets of wealth management and to maintain a consistent, monitored plan over time. Based in Bingham Farms, Michigan, the company operates within the financial services sector and serves a client base that requires integrated planning across personal finances and estate considerations.

Find Wealth Trac Financial LLC employees' phone numbers or email addresses

Wealth Trac Financial LLC Global Highlights

Location
Employees

North America
4

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  • United States Of America
    4

Wealth Trac Financial LLC's Leadership

  • Chief Operating Officer at Wealth Trac Financial LLC
    E. F.
    Chief Operating Officer
    Mobile Phone
  • President And Owner at Wealth Trac Financial LLC
    K. F.
    President And Owner
    Mobile Phone
  • Client Service Specialist at Wealth Trac Financial LLC
    C. D.
    Client Service Specialist
    Mobile Phone
  • Wealth Management Advisor at Wealth Trac Financial LLC
    E. L.
    Wealth Management Advisor
    Mobile Phone

Wealth Trac Financial LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Other

Contact profiles from Wealth Trac Financial LLC

Name
Title
Contact
Location
Last Update
  • Chief Operating Officer at Wealth Trac Financial LLC
    E. F.
    Chief Operating Officer
    Mobile Phone
    United States, Michigan
    Feb 19, 2026
  • President And Owner at Wealth Trac Financial LLC
    K. F.
    President And Owner
    Mobile Phone
    United States, Michigan
    Sep 11, 2025
  • Client Service Specialist at Wealth Trac Financial LLC
    C. D.
    Client Service Specialist
    Mobile Phone
    United States, Michigan
    May 21, 2026
  • Wealth Management Advisor at Wealth Trac Financial LLC
    E. L.
    Wealth Management Advisor
    Mobile Phone
    United States, Michigan
    Oct 16, 2024

Frequently Asked Questions

What is Wealth Trac Financial LLC known for?

Minus sign iconPlus sign iconWealth Trac Financial LLC was founded in 2007 and operates in the Financial Services industry. You can contact Wealth Trac Financial LLC's main corporate office by phone at
+1-248-358-****
. Explore Wealth Trac Financial LLC's company overview page for more information.

What is Wealth Trac Financial LLC's most common email format?

Minus sign iconPlus sign iconWealth Trac Financial LLC employees' email format typically follows the pattern of First@wealthtracfinancial.com. Trying to find reliable and up-to-date employee contact data? Find more Wealth Trac Financial LLC email formats with LeadIQ.

How many employees does Wealth Trac Financial LLC have currently?

Minus sign iconPlus sign iconWealth Trac Financial LLC has approximately 7 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Wealth Trac Financial LLC's key employees and leadership?

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As of August 2026, Wealth Trac Financial LLC's key employees include:

  • Chief Operating Officer: E. F.
  • President And Owner: K. F.
  • Client Service Specialist: C. D.
  • Wealth Management Advisor: E. L.

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