# The Personal Wealth Coach

The Personal Wealth Coach is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/thepersonalwealthcoach

## Regulatory record

- **CRD number:** 144588
- **SEC file number:** 801-68174
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/144588

## About

THE PERSONAL WEALTH COACH is an SEC-registered investment adviser in Salado, TX, registered since 2007. The firm manages approximately $220 million in regulatory assets. It has 3 employees and 2 investment advisers.

## Questions

### Who runs investment decisions at The Personal Wealth Coach?

No named principals or investment decision-makers have been identified in public records. The firm does not appear in media, regulatory filings, or industry databases with attributed personnel.

### Which sectors does The Personal Wealth Coach target?

No sector preferences have been disclosed in any publicly available material. The firm's investment focus, if any, is unknown.

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- [Bluesail Advisors LLC](https://altss.com/profile/bluesail-advisors-llc)
- [Millares Asset Management](https://altss.com/profile/millares-asset-management-llc)

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Last updated: 2026-07-06T01:24:27.035Z

Canonical page: https://altss.com/profile/the-personal-wealth-coach

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