Investment adviser · CRD 144588
THE PERSONAL WEALTH COACH
Investment adviser filing (IA)
THE WEALTH COACH, LLC
SALADO, TX, United States · Form ADV filed Feb 27, 2026
- Regulatory AUM
- $220M Form ADV · Item 5.F
- Client accounts
- 883 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 222 | $172,741,699 | 78.7% |
| High-net-worth individuals | 8 | $43,175,244 | 19.7% |
| Corporations & businesses | 3 | $3,675,511 | 1.7% |
Filing source
Form ADV 2056815 · Feb 27, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 27, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
918 NORTH MAIN STREETSALADO, TX, 76571, United States
CRD 144588
Filing source
Form ADV 2056815 · Feb 27, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.