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| Ontrack Wealth Management LLC
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|
|---|---|
| CRD # | 311374 |
| SEC # | 801-136484 |
| CIK # | |
| AUM | $112.4 M (2026-05-15) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 734-751-6818 |
| Address | 8540 N Canton Center Rd Canton, MI 48187 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 43 | 19.8 |
| (b) Individuals (high net worth individuals) | 33 | 92.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 401 | 112.4 |
| By Discretionary | ||
| Discretionary | 401 | 112.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 401 | 112.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 112.4 | |
| Total | 401 | 112.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Mosaic FI LLC
✚
|
IL | 0.1 |
|
FRA Wealth Management LLC
✚
|
IL | 0.1 |
|
Alpha Planning and Financial Services Inc
✚
|
OH | 0.1 |
|
Genesis Investment Advisors LLC
✚
|
TN | 0.1 |
|
Abbondandolo Wealth Management Corp
✚
|
NY | 0.1 |
|
Cogent Independent Advisors Inc
✚
|
0.1 | |
|
Aria Wealth Partners LLC
✚
|
VA | 0.1 |
|
KDM Wealth Management Inc
✚
|
IL | 0.1 |
|
Inkwell Capital LLC
✚
|
0.1 | |
|
Yahara Wealth Management LLC
✚
|
WI | 0.1 |