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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 26, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| JOCHUM, CALLI, R | I | CHIEF COMPLIANCE OFFICER | NA | |
| MCCLURE, JEFFREY, WILLIAM | I | MANAGING MEMBER | D | Control |
| MCCLURE, JEFFREY, WILLIAM | I | MANAGING MEMBER | D | Control |
| MCCLURE, JEFFREY, WILLIAM | I | MANAGING MEMBER | D | Control |
| MCCLURE, JEFFREY, WILLIAM | I | MANAGING MEMBER | D | Control |
| MCCLURE, JEFFREY, WILLIAM | I | MANAGING MEMBER | D | Control |
| MCCLURE, JEFFREY, WILLIAM | I | MANAGING MEMBER | D | Control |
| MCCLURE, JEFFREY, WILLIAM | I | MANAGING MEMBER | D | Control |
| MCCLURE, JEFFREY, WILLIAM | I | MANAGING MEMBER | D | Control |
| MCCLURE, JEFFREY, WILLIAM | I | MANAGING MEMBER | D | Control |
| MCCLURE, JEFFREY, WILLIAM | I | MANAGING MEMBER | D | Control |
| MCCLURE, JEFFREY, WILLIAM | I | MANAGING MEMBER | D | Control |
| MCCLURE, JEFFREY, WILLIAM | I | MANAGING MEMBER | D | Control |
| MCCLURE, JEFFREY, WILLIAM | I | MANAGING MEMBER | D | Control |
| MCCLURE, JEFFREY, WILLIAM | I | MANAGING MEMBER | D | Control |
| MCCLURE, JEFFREY, WILLIAM | I | MANAGING MEMBER | D | Control |
| MCCLURE, JEFFREY, WILLIAM | I | MANAGING MEMBER | D | Control |
| MCCLURE, JEFFREY, WILLIAM | I | MANAGING MEMBER | D | Control |
| MCCLURE, JEFFREY, WILLIAM | I | MANAGING MEMBER | D | Control |
| MCCLURE, JEFFREY, WILLIAM | I | MANAGING MEMBER | D | Control |
| MCCLURE, JEFFREY, WILLIAM | I | MANAGING MEMBER | D | Control |
| MCCLURE, JEFFREY, WILLIAM | I | MANAGING MEMBER | D | Control |
| MCCLURE, JEFFREY, WILLIAM | I | MANAGING MEMBER | D | Control |
| MCCLURE, JEFFREY, WILLIAM | I | MANAGING MEMBER | D | Control |
| MCCLURE, JEFFREY, WILLIAM | I | MANAGING MEMBER | D | Control |
| MCCLURE, JEFFREY, WILLIAM | I | MANAGING MEMBER | D | Control |
| MCCLURE, JEFFREY, WILLIAM | I | MANAGING MEMBER | D | Control |
| MCCLURE, JEFFREY, WILLIAM | I | MANAGING MEMBER | D | Control |
| MCCLURE, JEFFREY, WILLIAM | I | MANAGING MEMBER | D | Control |
| MCCLURE, JEFFREY, WILLIAM | I | MANAGING MEMBER | D | Control |
| MCCLURE, JEFFREY, WILLIAM | I | EMERITUS MEMBER | D | Control |
| MCCLURE, JACOB, AARON | I | CHIEF COMPLIANCE OFFICER | C | Control |
| MCCLURE, JACOB, AARON | I | CHIEF COMPLIANCE OFFICER | C | Control |
| MCCLURE, JACOB, AARON | I | CHIEF COMPLIANCE OFFICER | C | Control |
| MCCLURE, JACOB, AARON | I | CHIEF COMPLIANCE OFFICER | C | Control |
| MCCLURE, JACOB, AARON | I | CHIEF COMPLIANCE OFFICER | C | Control |
| MCCLURE, JACOB, AARON | I | CHIEF COMPLIANCE OFFICER | C | Control |
| MCCLURE, JACOB, AARON | I | CHIEF COMPLIANCE OFFICER | C | Control |
| MCCLURE, JACOB, AARON | I | CHIEF COMPLIANCE OFFICER | C | Control |
| MCCLURE, JACOB, AARON | I | CHIEF COMPLIANCE OFFICER | C | Control |
| MCCLURE, JACOB, AARON | I | CHIEF COMPLIANCE OFFICER | C | Control |
| MCCLURE, JACOB, AARON | I | CHIEF COMPLIANCE OFFICER | C | Control |
| MCCLURE, JACOB, AARON | I | CHIEF COMPLIANCE OFFICER | C | Control |
| MCCLURE, JACOB, AARON | I | CHIEF COMPLIANCE OFFICER | C | Control |
| MCCLURE, JACOB, AARON | I | CHIEF COMPLIANCE OFFICER | C | Control |
| MCCLURE, JACOB, AARON | I | CHIEF COMPLIANCE OFFICER | C | Control |
| MCCLURE, JACOB, AARON | I | CHIEF COMPLIANCE OFFICER | C | Control |
| MCCLURE, JACOB, AARON | I | CHIEF COMPLIANCE OFFICER | C | Control |
| MCCLURE, JACOB, AARON | I | CHIEF COMPLIANCE OFFICER | C | Control |
| MCCLURE, JACOB, AARON | I | CHIEF COMPLIANCE OFFICER | C | Control |
| MCCLURE, JACOB, AARON | I | CHIEF COMPLIANCE OFFICER | C | Control |
| MCCLURE, JACOB, AARON | I | CHIEF COMPLIANCE OFFICER | C | Control |
| MCCLURE, JACOB, AARON | I | CHIEF COMPLIANCE OFFICER | C | Control |
| MCCLURE, JACOB, AARON | I | CHIEF COMPLIANCE OFFICER | C | Control |
| MCCLURE, JACOB, AARON | I | CHIEF COMPLIANCE OFFICER | C | Control |
| MCCLURE, JACOB, AARON | I | CHIEF COMPLIANCE OFFICER | C | Control |
| MCCLURE, JACOB, AARON | I | CHIEF COMPLIANCE OFFICER | C | Control |
| MCCLURE, JACOB, AARON | I | CHIEF COMPLIANCE OFFICER | C | Control |
| MCCLURE, JACOB, AARON | I | CHIEF COMPLIANCE OFFICER | C | Control |
| MCCLURE, JACOB, AARON | I | CHIEF COMPLIANCE OFFICER | C | Control |
| MCCLURE, JACOB, AARON | I | MANAGING MEMBER | B | Control |
| SAROS, CAROLE-LYNN | I | MEMBER | B | Control |
| SAROS, CAROLE-LYNN | I | MEMBER | B | Control |
| SAROS, CAROLE-LYNN | I | MEMBER | B | Control |
| SAROS, CAROLE-LYNN | I | MEMBER | B | Control |
| SAROS, CAROLE-LYNN | I | MEMBER | B | Control |
| MIKESKA, MELISSA, RENEE | I | MEMBER | A | |
| MIKESKA, MELISSA, RENEE | I | MEMBER | A | |
| MIKESKA, MELISSA, RENEE | I | MEMBER | A | |
| MIKESKA, MELISSA, RENEE | I | MEMBER | A | |
| MIKESKA, MELISSA, RENEE | I | MEMBER | A | |
| MIKESKA, MELISSA, RENEE | I | MEMBER | A | |
| MIKESKA, MELISSA, RENEE | I | MEMBER | A | |
| MIKESKA, MELISSA, RENEE | I | MEMBER | A | |
| PARKER, MELISSA, MIKESKA | I | MEMBER | A | |
| PARKER, MELISSA, MIKESKA | I | MEMBER | A | |
| PARKER, MELISSA, MIKESKA | I | MEMBER | A | |
| PARKER, MELISSA, MIKESKA | I | MEMBER | A | |
| PARKER, MELISSA, MIKESKA | I | MEMBER | A | |
| PRALL, DEAONE, L | I | BUSINESS MANAGER | A | |
| PRALL, DEAONE, LYNN | I | BUSINESS MANAGER | A | |
| PRALL, DEAONE, LYNN | I | BUSINESS MANAGER | A | |
| PRALL, DEAONE, LYNN | I | BUSINESS MANAGER | A | |
| PRALL, DEAONE, LYNN | I | BUSINESS MANAGER | A | |
| PRALL, DEAONE, LYNN | I | BUSINESS MANAGER | A | |
| PRALL, DEAONE, LYNN | I | BUSINESS MANAGER | A | |
| PRALL, DEAONE, LYNN | I | BUSINESS MANAGER | A | |
| PRALL, DEAONE, LYNN | I | BUSINESS MANAGER | A | |
| PRALL, DEAONE, LYNN | I | BUSINESS MANAGER | A | |
| PRALL, DEAONE, LYNN | I | BUSINESS MANAGER | A | |
| PRALL, DEAONE, LYNN | I | BUSINESS MANAGER | A | |
| PRALL, DEAONE, LYNN | I | BUSINESS MANAGER | A | |
| PRALL, DEAONE, LYNN | I | BUSINESS MANAGER | A | |
| PRALL, DEAONE, LYNN | I | BUSINESS MANAGER | A | |
| PRALL, DEAONE, LYNN | I | BUSINESS MANAGER | A | |
| PRALL, DEAONE, LYNN | I | BUSINESS MANAGER | A | |
| PRALL, DEAONE, LYNN | I | BUSINESS MANAGER | A | |
| PRALL, DEAONE, LYNN | I | BUSINESS MANAGER | A | |
| PRALL, DEAONE, LYNN | I | BUSINESS MANAGER | A | |
| PRALL, DEAONE, LYNN | I | BUSINESS MANAGER | A | |
| PRALL, DEAONE, LYNN | I | BUSINESS MANAGER | A | |
| PRALL, DEAONE, LYNN | I | BUSINESS MANAGER | A | |
| PRALL, DEAONE, LYNN | I | BUSINESS MANAGER | A | |
| PRALL, DEAONE, LYNN | I | BUSINESS MANAGER | A | |
| PRALL, DEONE, L | I | BUSINESS MANAGER | A | |
| PRALL, DEONE, L | I | BUSINESS MANAGER | A |
Registrations
Federal
IA
Dec 26, 2025 REGISTERED
Notice Filings (5)
CT FL LA TX VA
Address
918 NORTH MAIN STREETSALADO, TX 76571
United States
Phone: 254-947-1111