ONTRACK WEALTH MANAGEMENT, LLC

ONTRACK WEALTH MANAGEMENT, LLC of CANTON, MI is an SEC-registered investment adviser (CRD 311374). Regulatory assets under management: $112.4M.

Registration

• CRD: 311374
• SEC file number: 801-136484
• Type: Registered investment adviser
• Location: 8540 N CANTON CENTER RD, CANTON, MI, 48187
• Phone: 734-751-6818
• Latest filing: 2026-05-15
• Regulatory AUM: $112.4M
• Discretionary AUM: $112.4M
• Clients: 2
• Accounts: 401

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions, Other.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 311374 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search