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- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail
- Platforms
- VectorHorizon +more
- Established Date
- 11-12-2020
- 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.
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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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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $112,418,745 | -- |
| Non-Discretionary | $0 | -- |
| Total | $112,418,745 | -- |
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Separately Managed Accounts
Total SMA Asset: $112,418,745
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,126,444,019 | 27.1% |
| Equity - Exchange | $1,184,845,192 | 15.1% |
| Municipal Bonds | $2,840,489,797 | 36.2% |
| Cash | $1,694,877,890 | 21.6% |
| Total | $7,846,656,898 | 100.0% |