⌕
Firm profile

Ontrack Wealth Management

CANTON, MICRD 311374Registration Status: ApprovedEffective since June 15, 2026Latest ADV May 15, 2026

Ontrack Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Canton, MI. Its latest Form ADV filing, dated May 15, 2026, reports $112M in regulatory assets under management, 2 employees, 1 office, and 401 accounts.

Assets Under Management
$112M
Employees
2
Offices
1 office
Total Clients
76
Primary office
CANTON, MI
8540 N CANTON CENTER RD, CANTON, MI, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOJames T. Burns

Advisory services offered

4 types reported
Financial Planning Services
Other advisory services
Pension consulting services

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked Aug 22, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 56.6% of total clients.
Top client categories% of clientsClients
1
Individuals
56.6%
43
2
HNWI
43.4%
33

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$112Mas of May 15, 2026
Discretionary100.0%
$112M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$112M
Total Accounts401
10Y AUM Change—

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees2
Clients per Employee38:1
10Y Employee Change—

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.