This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd= related_bank= bd_reps=0.0

Regulatory AUM

$112MItem 5.F on the latest filing (2026-09-10); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$112M

Private client RAUM

$112MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

2

RAUM per advisor

$56.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

2

Advisory employees

2

Offices

1Schedule D 1.F, beyond the principal office

Accounts

401

Individual clients

43

High net worth clients

33

SEC number

801-136484

CRD

311374

Filings on the tape

2

First filed

May 15, 2026

Latest filed

Sep 10, 2026

Organised

Limited Liability Company, MI

Website

ontrackplans.com

Graph

RIA / Wealth Management

Canonical id

dfx:ria:54384c05-2416-913b-c3e2-87d3db18854b

First observed

May 15, 2026

Last observed

Sep 10, 2026 11 days ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.