LeadIQ logo
Learn more at LeadIQ.com

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
5

Minus sign iconPlus sign icon
  • United States Of America
    5

Wealth Trac Financial LLC's Leadership

  • Stylized image of a person
    E. F.
    Chief Operating Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. F.
    President And Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. D.
    Client Service Specialist
    Phone icon
    Mobile Phone
  • Stylized image of a person
    E. L.
    Wealth Management Advisor
    Phone icon
    Mobile Phone

Wealth Trac Financial LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Wealth Trac Financial LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    E. F.
    Chief Operating Officer
    Phone icon
    Mobile Phone
    United StatesMichigan
    Feb 19, 2026
  • Stylized image of a person
    K. F.
    President And Owner
    Phone icon
    Mobile Phone
    United StatesMichigan
    Sep 11, 2025
  • Stylized image of a person
    C. D.
    Client Service Specialist
    Phone icon
    Mobile Phone
    United StatesMichigan
    May 21, 2026
  • Stylized image of a person
    E. L.
    Wealth Management Advisor
    Phone icon
    Mobile Phone
    United StatesMichigan
    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 operates in the Financial Services industry. The company's main headquarters is located in 31100 Telegraph Road Suite 210 Bingham Farms, Michigan 48025 United States; you can contact the 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 . 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 May 2026. These team members are located across 1 continents, including North America.

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

Minus sign iconPlus sign icon

As of May 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.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.