Wealth Coach LLC
CRD 170886SEC# 801-136707Brooklyn, NY
No longer SEC-registered. Wealth Coach LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$119.1M
Employees
3
Accounts
351
Location
Brooklyn, NY
Wealth Coach LLC assets under management
Wealth Coach LLC operates as an SEC-registered investment adviser based in Brooklyn, NY. It reports $119.1 million in regulatory assets under management and employs 3 people.
Wealth Coach LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anthony James Minko Control | President And Member | 50-75% | 2013 |
| Christopher John Minko Control | Managing Member | 50-75% | 2013 |
| Christopher John Minko Control | Chief Compliance Officer | 50-75% | 2026 |
Frequently asked questions
How much does Wealth Coach LLC manage?
Wealth Coach LLC reports $119.1 million in regulatory assets under management on its Form ADV.
How many employees does Wealth Coach LLC have?
Wealth Coach LLC reports 3 employees.
Where is Wealth Coach LLC located?
Wealth Coach LLC is based in Brooklyn, NY.
Does Wealth Coach LLC disclose fund performance?
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 | 1762 Cropsey Avenue, Brooklyn, NY 11228 |
| Office hours | 9:00 a.m. To 6:00 p.m. |
| Discloses disciplinary history | No |
How this firm compares
Regulatory AUMTop 90%
Larger than 10% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$119.1Mregulatory AUM
Discretionary $119.1M