# Ontrack Wealth Management: new SEC registration, $112M AUM, Canton, MI

**Score:** 45/100

| Field | Value |
|---|---|
| Firm | Ontrack Wealth Management |
| Legal name | Ontrack Wealth Management, LLC |
| CRD | 311374 |
| Status | Approved |
| Registered with the SEC | 2026-06-15 |
| Latest Form ADV filing | 2026-09-10 |
| Location | Canton, MI, United States |
| Regulatory AUM | $112,418,745 |
| Accounts | 401 |
| Employees | 2 |
| Website | https://www.ontrackplans.com |

## Why this score
- $112M under management.
- Website on file.

Source: SEC monthly roster of registered investment advisers (Form ADV data) (https://adviserinfo.sec.gov/firm/summary/311374). Last refreshed: 2026-10-28T20:49:58.746Z.
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.