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| The Wealth Coach LLC
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|
|---|---|
| CRD # | 144588 |
| SEC # | 801-68174 |
| CIK # | |
| AUM | $187.1 MM (2024-03-05) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 254-947-1111 |
| Address | 918 North Main Street Salado, TX 76571 |
| Source | [IAPD] [Website] [LinkedIn] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 223 | 149.5 |
| (b) Individuals (high net worth individuals) | 5 | 33.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 4.2 |
| (n) Other | 0 | 0.0 |
| Total | 787 | 187.1 |
| By Discretionary | ||
| Discretionary | 787 | 187.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 787 | 187.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 187.1 | |
| United States Persons | 0.0 | |
| Total | 787 | 187.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Horizon Wealth Advisors LLC
✚
|
FL | 0.2 |
|
Black Point Wealth Management LLC
✚
|
FL | 0.2 |
|
Cruice Investment Advisors Ltd
✚
|
CT | 0.2 |
|
Redwood Financial Network Corp
✚
|
OH | 0.2 |
|
BPP Wealth Solutions LLC
✚
|
NJ | 0.2 |
|
Cerasus Advisors Inc
✚
|
FL | 0.2 |
|
Redmont Wealth Advisors LLC
✚
|
IL | 0.2 |
|
Cape Ann Capital Inc
✚
|
MA | 0.2 |
|
Bullock Wealth Management Group Inc
✚
|
IN | 0.2 |
|
Saxon Securities LLC
✚
|
CA | 0.2 |