Financial Coach
Financial Coach is an SEC-registered wealth manager in West Chester, PA with $397.3M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Financial Coach: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 170478, SEC 801-81042, data through 2026-03-18.
- AUM (assets under management / regulatory AUM)
- $397.3M (2026-03-18)
- Firm type
- Wealth Manager
- Location
- West Chester, PA
- Employees
- 7
- Clients
- 253
- CRD
- 170478
- Ownership
- MASTRONARDO, JEFFREY, NMN; MULHERN, OWEN, FRANCIS; TRAYNOR, MICHAEL, BRIAN; TAIT, MEGHAN, THERESA; MULHERN, REBECCA
How much AUM does Financial Coach have?
Financial Coach reported $397.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-18).
Who owns Financial Coach?
Disclosed owners and executives of Financial Coach include MASTRONARDO, JEFFREY, NMN, MULHERN, OWEN, FRANCIS, TRAYNOR, MICHAEL, BRIAN, TAIT, MEGHAN, THERESA, MULHERN, REBECCA. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.