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Ontrack Wealth Management, LLC

● SEC registered since 2026CRD 311374SEC# 801-136484Canton, MI
Export (members)
Reg. AUM
$112.4M
Employees
2
Accounts
401
Location
Canton, MI

Ontrack Wealth Management, LLC assets under management

Ontrack Wealth Management, LLC operates as an SEC-registered investment adviser based in Canton, MI. The firm has been registered since 2026. It reports $112.4 million in regulatory assets under management and employs 2 people.
www.ontrackplans.comView on SEC.gov ↗

Ontrack Wealth Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
James Taylor Burns ControlPartner & Cco25-50%2020
Jeremiah Joseph Whiddon ControlPartner & Chief Marketing Officer50-75%2020

Frequently asked questions

How much does Ontrack Wealth Management, LLC manage?

Ontrack Wealth Management, LLC reports $112.4 million in regulatory assets under management on its Form ADV.

How many employees does Ontrack Wealth Management, LLC have?

Ontrack Wealth Management, LLC reports 2 employees.

Where is Ontrack Wealth Management, LLC located?

Ontrack Wealth Management, LLC is based in Canton, MI and has been SEC-registered since 2026.

Does Ontrack Wealth Management, LLC disclose fund performance?

Ontrack Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address8540 N Canton Center Rd, Canton, MI 48187
Phone734-751-6818
Office hoursBy Appointment
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$112.4M
Non-discretionary$0
Total (RAUM)$112.4M