# ONTRACK WEALTH MANAGEMENT, LLC

ONTRACK WEALTH MANAGEMENT, LLC of CANTON, MI is an SEC-registered investment adviser.

## Registration

- CRD: 311374
- Type: SEC-registered investment adviser
- SEC file number: 801-136484
- 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)

| Name | Role | Location |
| --- | --- | --- |
| James Taylor Burns | PARTNER & CCO | — |
| Jeremiah Joseph Whiddon | CO-OWNER; PARTNER & CHIEF MARKETING OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/311374/brochure
- Similar advisers: https://search.stillhousedata.com/firm/311374/similar
- Related entities: https://search.stillhousedata.com/firm/311374/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/311374

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.