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| Happy Holidays!! thanks for using AUM13F!! |
| The Wealth Coach LLC
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|---|---|
| CRD # | 144588 |
| SEC # | 801-68174 |
| CIK # | |
| AUM | $200.4 M (2025-02-25) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 254-947-1111 |
| Address | 918 North Main Street Salado, TX 76571 |
| Source | [IAPD] [Website] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 224 | 156.1 |
| (b) Individuals (high net worth individuals) | 7 | 40.3 |
| (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 | 4.0 |
| (n) Other | 0 | 0.0 |
| Total | 823 | 200.4 |
| By Discretionary | ||
| Discretionary | 823 | 200.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 823 | 200.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 200.4 | |
| Total | 823 | 200.4 |
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|---|---|---|
|
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✚
|
UT | 0.2 |
|
Chris Bulman Inc
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CA | 0.2 |
|
OATH Planning LLC
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OK | 0.2 |
|
Blum Financial LP
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TX | 0.2 |
|
Ridgeline Wealth Planning LLC
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|
OH | 0.2 |
|
Fischer Investment Strategies LLC
✚
|
CA | 0.2 |
|
Acute Investment Advisory LLC
✚
|
AZ | 0.2 |
|
Millares Asset Management LLC
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|
FL | 0.2 |
|
Donato Wealth Management PLLC
✚
|
TX | 0.2 |
|
Piedmont Capital Management LLC
✚
|
NC | 0.2 |