Ontrack Wealth Management, LLC
● SEC registered since 2026CRD 311374SEC# 801-136484Canton, MI
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.
Ontrack Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Taylor Burns Control | Partner & Cco | 25-50% | 2020 |
| Jeremiah Joseph Whiddon Control | Partner & Chief Marketing Officer | 50-75% | 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
| Address | 8540 N Canton Center Rd, Canton, MI 48187 |
| Phone | 734-751-6818 |
| Office hours | By Appointment |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$112.4MNo change
May '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 91%
Larger than 9% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$112.4Mregulatory AUM
Discretionary $112.4M