The Wealth Coach, LLC is a large advisory firm based in Salado. It manages $117.94 million of regulatory assets for 731 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Florida, Louisiana, Texas, and Virginia.
The Wealth Coach provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of The Wealth Coach, LLC is $117.94 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 250% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay The Wealth Coach, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and corporations or other businesses. The largest group of clients of The Wealth Coach is individuals with 188 clients and $58.4 million of assets under management. Among the 11 most similar advisory firms, The Wealth Coach has the 2nd highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $117.94 million for 219 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
The Wealth Coach doesn't advise any private funds.
The company employs 3 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where The Wealth Coach, LLC performs its advisory services is located at 918 North Main Street, Salado, TX 76571 The mailing address of the firm is P.O. Box 1029, Salado, TX 76571 1029. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 254-947-1111 or by fax 254-947-0332. The normal business hours are 08:30am to 05:30pm on Monday - Friday. You can find more information about the New York firm at tpwc.com.