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THE PERSONAL WEALTH COACH
THE WEALTH COACH, LLC
CRD 144588 · SEC 801-68174
918 NORTH MAIN STREET, SALADO, TX, 76571, United States
Phone
254-947-1111
Fax
254-947-0332
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$219.6M
Discretionary AUM
$219.6M
Team
3 total employees; 2 advisory reps; 1 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 222 | $172.7M |
| High net worth individuals | 8 | $43.2M |
| Corporations/business entities | 3 | $3.7M |
States served
LA, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD