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Ontrack Wealth Management vs Leonard Advisory Group LLC: NewRiaPulse comparison
Leonard Advisory Group LLC's amount of 114 is 1.0x Ontrack Wealth Management's 112 (30th percentile). Ontrack Wealth Management is dated 2026-06-15; Leonard Advisory Group LLC 2026-09-16.
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
Both records plus every comparable MI record, with all columns and source links · Card, Apple Pay, Google Pay or Link via Stripe
How does Ontrack Wealth Management compare to Leonard Advisory Group LLC?
| Field | Ontrack Wealth Management | Leonard Advisory Group LLC |
|---|---|---|
| Firm | Ontrack Wealth Management | Leonard Advisory Group LLC |
| Legal name | Ontrack Wealth Management, LLC | Leonard Advisory Group LLC |
| CRD | 311374 | 321165 |
| Status | Approved | Approved |
| Registered with the SEC | 2026-06-15 | 2026-09-16 |
| Latest Form ADV filing | 2026-09-10 | 2026-09-18 |
| Location | Canton, MI, United States | Saint Joseph, MI, United States |
| Regulatory AUM | $112,418,745 | $114,057,714 |
| Accounts | 401 | 622 |
| Employees | 2 | 3 |
| Website | https://www.ontrackplans.com | https://www.linkedin.com/company/leonard-advisory-group |
| amount percentile | 27th | 30th |
| Score | 45/100 | 75/100 |
| Peer rank and all 27 MI records (CSV) | 🔒 Click to unlock → | |
| Official source URLs for every peer record | 🔒 Click to unlock → | |
Official records: Ontrack Wealth Management · Leonard Advisory Group LLC
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.