The Personal Wealth Coach
The Personal Wealth Coach is an SEC-registered mass-market adviser in Salado, TX with $219.6M assets under management (AUM, regulatory AUM), +10% over one year. See who owns The Personal Wealth Coach: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 144588, SEC 801-68174, data through 2026-02-27.
- AUM (assets under management / regulatory AUM)
- $219.6M (2026-02-27)
- Firm type
- Mass-Market Adviser
- Location
- Salado, TX
- Employees
- 3
- Clients
- 233
- CRD
- 144588
- Ownership
- MCCLURE, JEFFREY, WILLIAM; PARKER, MELISSA, MIKESKA; MCCLURE, JACOB, AARON; SAROS, CAROLE-LYNN; PRALL, DEONE, L
How much AUM does The Personal Wealth Coach have?
The Personal Wealth Coach reported $219.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-27).
Who owns The Personal Wealth Coach?
Disclosed owners and executives of The Personal Wealth Coach include MCCLURE, JEFFREY, WILLIAM, PARKER, MELISSA, MIKESKA, MCCLURE, JACOB, AARON, SAROS, CAROLE-LYNN, PRALL, DEONE, L. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.