Ontrack Wealth Management

Overview

Ontrack Wealth Management is an independent, SEC-registered Registered Investment Adviser organized as an LLC and owned by an individual. The firm targets individual and family clients and bills on both a percentage-of-AUM and fixed-fee basis. Its advisory services, as listed in regulatory materials, focus on financial planning, portfolio management for individuals and small businesses, and pension consulting services (the firm is not designated as a pension consultant on its regulatory checklist). Ontrack is not identified as an active ESG investor, does not operate as a capital allocator, and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices