THE WEALTH COACH, LLC

THE PERSONAL WEALTH COACH
SALADO, Texas·2 registered advisors·CRD# 144588
SEC# 801-681740254-947-1111
01

Firm Overview

AUM
$187M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at THE WEALTH COACH, LLC

2 registered advisors
Jacob Aaron Mcclure
SALADO, Texas
Jeffrey William Mcclure
SALADO, Texas
05

Office Locations

SALADO, Texas
2 advisors

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Data sourced from SEC Form ADV filings. THE WEALTH COACH, LLC (CRD# 144588) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.