Overview
Assets Under Management: $187 million
Headquarters: SALADO, TX
High-Net-Worth Clients: 5
Average Client Assets: $6.7 million
Frequently Asked Questions
THE PERSONAL WEALTH COACH is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #144588), THE PERSONAL WEALTH COACH is subject to fiduciary duty under federal law.
THE PERSONAL WEALTH COACH is headquartered in SALADO, TX.
THE PERSONAL WEALTH COACH serves 5 high-net-worth clients according to their SEC filing dated March 05, 2024. View client details ↓
According to their SEC Form ADV, THE PERSONAL WEALTH COACH offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
THE PERSONAL WEALTH COACH manages $187 million in client assets according to their SEC filing dated March 05, 2024.
According to their SEC Form ADV, THE PERSONAL WEALTH COACH serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 5
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 17.87%
Average Client Assets: $6.7 million
Total Client Accounts: 787
Discretionary Accounts: 787
Regulatory Filings
CRD Number: 144588
Filing ID: 1821972
Last Filing Date: 2024-03-05 11:06:00