Ontrack Wealth Management

Overview

Ontrack Wealth Management is an independent registered investment adviser organized as a limited liability company. The firm is SEC-registered (registration year listed as 2026) and is owned by an individual. Its client focus is individuals and families, and it charges a mix of percentage-of-assets and fixed fees. Ontrack lists financial planning, portfolio management for individuals and small businesses, and pension consulting services among its advisory activities. The firm does not identify as an active ESG investor and is not characterized as a multi-state adviser or a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices