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Wealth Coach LLC

CRD 170886SEC# 801-136707Brooklyn, NY
Export (members)
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.
View on SEC.gov ↗

Wealth Coach LLC owners & executives

3 reported
NameTitleOwnershipSince
Anthony James Minko ControlPresident And Member50-75%2013
Christopher John Minko ControlManaging Member50-75%2013
Christopher John Minko ControlChief Compliance Officer50-75%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

Address1762 Cropsey Avenue, Brooklyn, NY 11228
Office hours9:00 a.m. To 6:00 p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$119.1M
Non-discretionary$0
Total (RAUM)$119.1M