Investment adviser · CRD 311374
ONTRACK WEALTH MANAGEMENT
Investment adviser filing (IA)
ONTRACK WEALTH MANAGEMENT, LLC
CANTON, MI, United States · Form ADV filed Sep 10, 2026
- Regulatory AUM
- $112M Form ADV · Item 5.F
- Client accounts
- 401 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 33 | $92,599,548 | 82.4% |
| Individuals | 43 | $19,819,197 | 17.6% |
Filing source
Form ADV 2131896 · Sep 10, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 10, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Fixed
Principal office
8540 N CANTON CENTER RDCANTON, MI, 48187, United States
CRD 311374
Filing source
Form ADV 2131896 · Sep 10, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.