The Wealth Coach, LLC
● SEC registered since 2007CRD 144588SEC# 801-68174Salado, TX
Reg. AUM
$219.6M
Employees
3
Accounts
883
Location
Salado, TX
The Wealth Coach, LLC assets under management
The Wealth Coach, LLC is an SEC-registered investment adviser based in Salado, TX. The firm has been registered since 2007. It reports $219.6 million in regulatory assets under management and employs 3 people.
The Wealth Coach, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Calli R Jochum | Chief Compliance Officer | Under 5% | 2025 |
| Deaone Lynn Prall | Business Manager | 5-10% | 2009 |
| Jacob Aaron McClure Control | Managing Member | 10-25% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does The Wealth Coach, LLC manage?
The Wealth Coach, LLC reports $219.6 million in regulatory assets under management on its Form ADV.
How many employees does The Wealth Coach, LLC have?
The Wealth Coach, LLC reports 3 employees.
Where is The Wealth Coach, LLC located?
The Wealth Coach, LLC is based in Salado, TX and has been SEC-registered since 2007.
Does The Wealth Coach, LLC disclose fund performance?
The Wealth Coach, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 918 North Main Street, Salado, TX 76571 |
| Phone | 254-947-1111 |
| Fax | 254-947-0332 |
| Office hours | 08:30a.m. To 05:00p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$219.6M▲ 10%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 72%
Larger than 28% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$219.6Mregulatory AUM
Discretionary $219.6M