THE WEALTH COACH, LLC
Doing business as THE PERSONAL WEALTH COACH. SEC Form ADV profile.
Total regulatory AUM
$219,592,454
Discretionary
$219,592,454
Non-discretionary
$0
Firm details
- CRD number
- 144588
- SEC file number
- 801-68174
- Main office
- SALADO, TX, United States
- Employees
- 3
- SEC status
- Approved
- Website
- HTTP://WWW.TPWC.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.