WEALTH COACH LLC

WEALTH COACH LLC of BROOKLYN, NY is an SEC-registered investment adviser (CRD 170886). Regulatory assets under management: $119.1M.

Registration

• CRD: 170886
• SEC file number: 801-136707
• Type: Registered investment adviser
• Location: 1762 CROPSEY AVENUE, BROOKLYN, NY, 11228
• Phone: 718-748-1700
• Latest filing: 2026-07-29
• Regulatory AUM: $119.1M
• Discretionary AUM: $119.1M
• Clients: 3
• Accounts: 351

Business model

Compensation: % of AUM.

Clients served: High net worth, Charities.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 170886 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search