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- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 11-16-2020
- Office Locations
- 2
Office Locations
About Ontrack Wealth Management
OnTrack Wealth Management is a Michigan-based, fee-only fiduciary firm led by CFP professionals Jeremy Whiddon and Jimmy Burns. The team provides financial planning and portfolio management with a strong focus on tax efficiency (including coordinated tax return preparation via a partner CPA), risk-managed allocations, and cost scrutiny. Portfolios lean on ETFs and public funds, with Schwab as a primary custodian.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 80 clients, or 40 clients per representative. That equates to $1.4M in reported AUM per client.
The profile lists 2 reported office locations and 5 years in operation. The source data was last updated on May 15, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
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- Technology
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Owner & Executives
JEREMIAH JOSEPH WHIDDON
CHIEF MARKETING OFFICER, Financial Planner, Partner
- CRD
- #7306634
- Ownership
- 50% but less than 75%
JAMES TAYLOR BURNS
Chief Compliance Officer, Partner
- CRD
- #6288116
- Ownership
- 25% but less than 50%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $112,418,745 | $280,346 |
| Non-Discretionary | $0 | -- |
| Total | $112,418,745 | $280,346 |
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Separately Managed Accounts
SMA allocation detail is available
Ontrack Wealth Management has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.