THE WEALTH COACH, LLC
Legal name: THE PERSONAL WEALTH COACH
CRD #144588 SEC #801-68174 SALADO, TX 254-947-1111
SEC Registered
Total AUM
$217.3M
Discretionary
$217.3M
Employees
3
Clients
101
Accounts
833
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $217.3M | $217.3M | $0 | 3 | 1 |
| Feb 2025 | $200.4M | $200.4M | $0 | 3 | 2 |
| Mar 2024 | $187.1M | $187.1M | $0 | 3 | 231 |
| Feb 2023 | $172.7M | $172.7M | $0 | 3 | 238 |
| Jun 2022 | $185.5M | $185.5M | $0 | 3 | 239 |
| Mar 2022 | $199.3M | $199.3M | $0 | 3 | 237 |
| Feb 2021 | $165.7M | $165.7M | $0 | 3 | 235 |
| Oct 2020 | $148.1M | $148.1M | $0 | 3 | 231 |
| Oct 2020 | $148.1M | $148.1M | $0 | 3 | 231 |
| Mar 2020 | $148.1M | $148.1M | $0 | 3 | 231 |
| Sep 2019 | $117.9M | $117.9M | $0 | 3 | 219 |
| Mar 2019 | $117.9M | $117.9M | $0 | 3 | 219 |
| Mar 2019 | $117.9M | $117.9M | $0 | 3 | 219 |
| Feb 2018 | $130.2M | $130.2M | $0 | 3 | 0 |
| Apr 2017 | $126.3M | $119.6M | $6.7M | 3 | 200 |
| Mar 2017 | $126.3M | $119.6M | $6.7M | 3 | 200 |
| Feb 2016 | $113.5M | $113.5M | $63.5K | 4 | 200 |
| Nov 2015 | $120.7M | $120.7M | $44.8K | 4 | 200 |
| Mar 2015 | $120.7M | $120.7M | $44.8K | 4 | 200 |
| Mar 2014 | $106.8M | $106.7M | $54.1K | 4 | 200 |
| Feb 2014 | $106.8M | $106.7M | $54.1K | 4 | 200 |
| Oct 2013 | $99.8M | $98.2M | $1.6M | 4 | 200 |
| Apr 2013 | $100.3M | $98.2M | $2.2M | 4 | 200 |
| Mar 2012 | $91.3M | $87.7M | $3.6M | 6 | 200 |
| Mar 2011 | $96.1M | $93.2M | $2.9M | 10 | -- |
| Feb 2009 | $44M | $41M | $3M | 5 | -- |
| Feb 2008 | $55.2M | $51.9M | $3.3M | 5 | -- |
| Oct 2007 | $33.7M | $33.7M | $0 | 5 | -- |
| Sep 2007 | $33.7M | $33.7M | $0 | 5 | -- |
DateDec 2025
Total AUM$217.3M
Discretionary$217.3M
Non-Disc.$0
Employees3
Clients1
DateFeb 2025
Total AUM$200.4M
Discretionary$200.4M
Non-Disc.$0
Employees3
Clients2
DateMar 2024
Total AUM$187.1M
Discretionary$187.1M
Non-Disc.$0
Employees3
Clients231
DateFeb 2023
Total AUM$172.7M
Discretionary$172.7M
Non-Disc.$0
Employees3
Clients238
DateJun 2022
Total AUM$185.5M
Discretionary$185.5M
Non-Disc.$0
Employees3
Clients239
DateMar 2022
Total AUM$199.3M
Discretionary$199.3M
Non-Disc.$0
Employees3
Clients237
DateFeb 2021
Total AUM$165.7M
Discretionary$165.7M
Non-Disc.$0
Employees3
Clients235
DateOct 2020
Total AUM$148.1M
Discretionary$148.1M
Non-Disc.$0
Employees3
Clients231
DateOct 2020
Total AUM$148.1M
Discretionary$148.1M
Non-Disc.$0
Employees3
Clients231
DateMar 2020
Total AUM$148.1M
Discretionary$148.1M
Non-Disc.$0
Employees3
Clients231
DateSep 2019
Total AUM$117.9M
Discretionary$117.9M
Non-Disc.$0
Employees3
Clients219
DateMar 2019
Total AUM$117.9M
Discretionary$117.9M
Non-Disc.$0
Employees3
Clients219
DateMar 2019
Total AUM$117.9M
Discretionary$117.9M
Non-Disc.$0
Employees3
Clients219
DateFeb 2018
Total AUM$130.2M
Discretionary$130.2M
Non-Disc.$0
Employees3
Clients0
DateApr 2017
Total AUM$126.3M
Discretionary$119.6M
Non-Disc.$6.7M
Employees3
Clients200
DateMar 2017
Total AUM$126.3M
Discretionary$119.6M
Non-Disc.$6.7M
Employees3
Clients200
DateFeb 2016
Total AUM$113.5M
Discretionary$113.5M
Non-Disc.$63.5K
Employees4
Clients200
DateNov 2015
Total AUM$120.7M
Discretionary$120.7M
Non-Disc.$44.8K
Employees4
Clients200
DateMar 2015
Total AUM$120.7M
Discretionary$120.7M
Non-Disc.$44.8K
Employees4
Clients200
DateMar 2014
Total AUM$106.8M
Discretionary$106.7M
Non-Disc.$54.1K
Employees4
Clients200
DateFeb 2014
Total AUM$106.8M
Discretionary$106.7M
Non-Disc.$54.1K
Employees4
Clients200
DateOct 2013
Total AUM$99.8M
Discretionary$98.2M
Non-Disc.$1.6M
Employees4
Clients200
DateApr 2013
Total AUM$100.3M
Discretionary$98.2M
Non-Disc.$2.2M
Employees4
Clients200
DateMar 2012
Total AUM$91.3M
Discretionary$87.7M
Non-Disc.$3.6M
Employees6
Clients200
DateMar 2011
Total AUM$96.1M
Discretionary$93.2M
Non-Disc.$2.9M
Employees10
Clients--
DateFeb 2009
Total AUM$44M
Discretionary$41M
Non-Disc.$3M
Employees5
Clients--
DateFeb 2008
Total AUM$55.2M
Discretionary$51.9M
Non-Disc.$3.3M
Employees5
Clients--
DateOct 2007
Total AUM$33.7M
Discretionary$33.7M
Non-Disc.$0
Employees5
Clients--
DateSep 2007
Total AUM$33.7M
Discretionary$33.7M
Non-Disc.$0
Employees5
Clients--