THE WEALTH COACH, LLC

THE WEALTH COACH, LLC of SALADO, TX is an SEC-registered investment adviser (CRD 144588). Regulatory assets under management: $219.6M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (11)

NameRoleLocation
Jeffrey William McclureEMERITUS MEMBER; MANAGING MEMBER
Jacob Aaron McclureCHIEF COMPLIANCE OFFICER; MANAGING MEMBER
Deaone Lynn PrallBUSINESS MANAGER
Calli R JochumCHIEF COMPLIANCE OFFICER
MCCLURE JEFFREY WILLIAMMANAGING MEMBER; SENIOR PARTNER
MCCLURE JACOB AARONCHIEF COMPLIANCE OFFICER
SAROS CAROLE-LYNNMEMBER; PARTNER
PARKER MELISSA MIKESKAMEMBER; OPERATIONS MANAGER
PRALL DEONE LBUSINESS MANAGER
MIKESKA MELISSA RENEEMEMBER
PRALL DEAONE LYNNBUSINESS MANAGER

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