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THE PERSONAL WEALTH COACH
Legal name: THE WEALTH COACH, LLC
CRD 144588File 801-68174
APPROVED
Retail clients
Filing as of Feb 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$219.6M
Below cohort median (national)
Discretionary AUM
$219.6M
Clients
233
883 accounts
Employees
3
Below cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jul 27, 2007
- Principal office
- 918 NORTH MAIN STREET, SALADO, TX, 76571
- Phone
- 254-947-1111
- Website
- HTTP://WWW.TPWC.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $219.6M
- Discretionary AUM
- $219.6M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 883
- Non-discretionary accounts
- 0
- Total accounts
- 883
- AUM per client
- $942K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 3 | $3.7M |
| High net worth individuals | 8 | $43.2M |
| Individuals (other than high net worth individuals) | 222 | $172.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | AUM | $217,274,663 | $219,592,454 | increased by$2,317,791 |
| Mar 1, 2026 | Accounts | 833 | 883 | increased by50 |
| Jan 1, 2026 | Clients | 234 | 233 | decreased by1 |
| Jan 1, 2026 | AUM | $200,409,267 | $217,274,663 | increased by$16,865,396 |
| Jan 1, 2026 | Accounts | 823 | 833 | increased by10 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 242 | 234 | decreased by8 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $185,464,431 | $200,409,267 | increased by$14,944,836 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 807 | 823 | increased by16 |
| Jul 1, 2022 | Clients | 237 | 242 | increased by5 |
| Jul 1, 2022 | AUM | $199,266,555 | $185,464,431 | decreased by$13,802,124 |
| Jul 1, 2022 | Accounts | 801 | 807 | increased by6 |
| Apr 1, 2022 | Clients | 235 | 237 | increased by2 |
| Apr 1, 2022 | AUM | $165,673,082 | $199,266,555 | increased by$33,593,473 |
| Apr 1, 2022 | Accounts | 780 | 801 | increased by21 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PERSONAL WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PERSONAL WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.