| Name | Title | Ownership | Since |
|---|---|---|---|
| Deaone Lynn Prall | Business Manager | 5-10% | 2009 |
| Jacob Aaron McClure Control | Chief Compliance Officer | 25-50% | 2003 |
| Jeffrey William McClure Control | Managing Member | 50-75% | 2007 |
The Wealth Coach, LLC reports $200.4 million in regulatory assets under management on its Form ADV.
The Wealth Coach, LLC reports 3 employees.
The Wealth Coach, LLC is based in Salado, TX and has been SEC-registered since 2007.
The Wealth Coach, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 918 North Main Street, Salado, TX 76571 |
| Phone | 254-947-1111 |
| Fax | 254-947-0332 |
| Office hours | 08:30a.m. To 05:30p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
| Discretionary | $200.4M |
| Non-discretionary | $0 |
| Total (RAUM) | $200.4M |