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THE WEALTH COACH, LLC

dba THE PERSONAL WEALTH COACH · CRD 144588 · Registered Investment Adviser

THE WEALTH COACH, LLC is a Registered Investment Adviser headquartered in SALADO, TX. The firm reports $219,592,454 in regulatory assets under management across 883 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$219,592,454
Non-discretionary$0
Total RAUM$219,592,454
Accounts883

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 144588. adviserinfo.sec.gov/firm/summary/144588.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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