# The Personal Wealth Coach

> The Personal Wealth Coach is an SEC-registered investment advisory firm in Salado, TX, registered since 2007, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 27, 2026.

- CRD: 144588
- Filed as: THE PERSONAL WEALTH COACH
- Legal name: The Wealth Coach, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Salado, TX
- Filing period: October 2026
- Form ADV filing dated: February 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/144588
- AdvisorCensus page: https://advisorcensus.com/firm/the-personal-wealth-coach-salado-tx-144588

## Quick answers

**How is The Personal Wealth Coach compensated?**
On its Form ADV (Item 5.E, October 2026), The Personal Wealth Coach reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is The Personal Wealth Coach located?**
The Personal Wealth Coach's principal office is in Salado, TX, according to its Form ADV.

**Is The Personal Wealth Coach registered with the SEC or a state?**
The Personal Wealth Coach is an SEC-registered investment advisory firm, registered since 2007. Status as filed: Approved. CRD 144588.

**How much does The Personal Wealth Coach manage?**
The Personal Wealth Coach reports $219,592,454 in regulatory assets under management in its Form ADV filing dated February 27, 2026 (100% discretionary).

**How have The Personal Wealth Coach's assets and staff changed since 2021?**
In the Form ADV data for The Personal Wealth Coach: Regulatory assets under management: $165,673,082 in the October 2021 data and $219,592,454 in the October 2026 data, up 33%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does The Personal Wealth Coach serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (222); high net worth individuals (8); corporations or other businesses not listed above (3).

**Which custodians does The Personal Wealth Coach use?**
The Personal Wealth Coach's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Nationwide Securities, LLC and Pershing Advisor Solutions LLC as custodians holding 10% or more of its separately managed account assets.

**Does The Personal Wealth Coach report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/144588

**Does The Personal Wealth Coach state an account minimum?**
Its Form ADV Part 2A brochure dated February 27, 2026 says: "Our normal minimum initial portfolio size per new client relationship is $1,000,000; however, we authorize our managing members to waive that minimum."

**What changed in The Personal Wealth Coach's recent Form ADV filings?**
In the January 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 27, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> Our normal minimum initial portfolio size per new client relationship is $1,000,000; however, we authorize our managing members to waive that minimum.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Nationwide Securities, LLC
- Pershing Advisor Solutions LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $219,592,454
- Discretionary: $219,592,454
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 222 | $172,741,699 |
| High net worth individuals | 8 | $43,175,244 |
| Corporations or other businesses not listed above | 3 | $3,675,511 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2007 (19 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, LA, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- tpwc.com
- Instagram @thepersonalwealthcoach
- LinkedIn @thepersonalwealthcoach

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $165,673,082 | 3 | February 12, 2021 |
| October 2022 | $185,464,431 | 3 | June 28, 2022 |
| October 2023 | $172,712,439 | 3 | February 17, 2023 |
| October 2024 | $187,134,683 | 3 | March 5, 2024 |
| October 2025 | $200,409,267 | 3 | February 25, 2025 |
| October 2026 | $219,592,454 | 3 | February 27, 2026 |

Regulatory assets under management: $165,673,082 in the October 2021 data and $219,592,454 in the October 2026 data, up 33%.
Total employees: 3 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### January 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Personal Wealth Coach (CRD 144588): Form ADV filing data as of October 2026.