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ONTRACK WEALTH MANAGEMENT
ONTRACK WEALTH MANAGEMENT is an SEC-registered investment adviser in CANTON, MI. The firm manages approximately $112 million in regulatory assets.
ONTRACK WEALTH MANAGEMENT
ONTRACK WEALTH MANAGEMENT is an SEC-registered investment adviser in CANTON, MI. The firm manages approximately $112 million in regulatory assets. It has 2 employees and 2 investment advisers.
General information
Firm type
Multi Family Office
Year founded
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AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Sector focus
Frequently asked questions
Who runs investment decisions at ONTRACK WEALTH MANAGEMENT?
The investment decision-makers at ONTRACK WEALTH MANAGEMENT have not been publicly named. The firm's leadership team is not disclosed on its website or in public filings, or it maintains a low profile regarding individual principals.
How does ONTRACK WEALTH MANAGEMENT source proprietary deal flow?
The firm's deal-sourcing strategy is not publicly documented. As a registered investment advisor, ONTRACK WEALTH MANAGEMENT likely relies on third-party fund managers and separately managed accounts, without a disclosed direct investment program.
Is ONTRACK WEALTH MANAGEMENT structured as a single family office or does it operate more like an RIA?
ONTRACK WEALTH MANAGEMENT is structured as a registered investment advisor (RIA) and multi-family office, serving multiple high-net-worth families. This differs from a single family office, which serves only one family, as ONTRACK likely aggregates capital from multiple clients to access institutional-quality investments.
Does ONTRACK WEALTH MANAGEMENT participate in fund commitments or only direct deals?
The firm's investment structure is not publicly detailed. Based on its RIA registration, ONTRACK WEALTH MANAGEMENT likely participates in fund commitments—such as mutual funds, ETFs, and third-party alternative funds—rather than direct private equity or venture capital deals.
What investment stages does ONTRACK WEALTH MANAGEMENT typically target?
The firm's investment-stage focus is not publicly specified. As a wealth management firm, it likely covers a full spectrum of stages from liquid public markets to alternative investments, but no specific stage preferences—such as early-stage venture or buyout—have been disclosed.
Which sectors does ONTRACK WEALTH MANAGEMENT explicitly avoid?
ONTRACK WEALTH MANAGEMENT has not publicly identified any sectors it avoids. Without disclosed investment criteria or a public investment policy, sector exclusions cannot be confirmed.
Where does the underlying wealth come from?
The source of wealth for clients served by ONTRACK WEALTH MANAGEMENT is not publicly disclosed. As a multi-family office serving high-net-worth individuals, the underlying wealth likely originates from diverse sources such as business ownership, inheritance, or professional careers, but no specific family or fortune is attributed.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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