← Tributary

ONTRACK WEALTH MANAGEMENT

CANTON, MI · CRD 311374 · IAPD ↗ · ontrackplans.com · 734-751-6818

$112.4MRegulatory AUM
2Advisory reps
2Employees
4Clients
51-100Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
July 2026 — ONTRACK WEALTH MANAGEMENT (CANTON, MI) is newly SEC-registered with $112.4M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.