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ONTRACK WEALTH MANAGEMENT
ONTRACK WEALTH MANAGEMENT, LLC
CRD 311374 · SEC 801-136484
8540 N CANTON CENTER RD, CANTON, MI, 48187, United States
Phone
734-751-6818
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$112.4M
Discretionary AUM
$112.4M
Team
2 total employees; 2 advisory reps; 4 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingTAX PREPARATION SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 43 | $19.8M |
| High net worth individuals | 33 | $92.6M |
All web addresses on file
Official SEC filing: View on IAPD