SourcingSourcing

THE WEALTH COACH, LLC

A65
CRD 144588·SEC 801-68174·SALADO, TX
AUM
$219.6M
$100M-$500M
Est. Revenue
$2.2M
@ 1% on AUM
Est. EBITDA
$659K
@ 30% margin
Est. Deal Value
$5.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
THE WEALTH COACH, LLC
CRD
144588
SEC file #
801-68174
EIN
—
DBA names
The Personal Wealth Coach

Economics

AUM
$219.6M
AUM band
$100M-$500M
AUM trajectory
'20'26
$117.9M → $219.6M▲ +86%
Client mix
Individuals Other222
Individuals High Net Worth8
Corporations3

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
SALADO TX
Branches
—

Custodian & Brokerage

Primary custodian
Pershinglow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
02/27/2026
ADV-W filed at
—
Website
tpwc.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MCCLURE, JEFFREY, WILLIAM
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
MCCLURE, JEFFREY, WILLIAM
MCCLURE, JACOB, AARON
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
TPWC.COM
Rdap Domain Creation Date
2002-09-18T20:24:46Z
Rdap Firm Age Years
24
Rdap Firm Age Band
20+y
Rdap Registrar
Launchpad.com Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4374
Soi Zip Pct 200k Plus
0.165
Soi Zip Returns 200k Plus
830
Soi Zip Total AGI
683,960
Fdic Zip Total Deposits
3,718,869,000
Fdic Zip Branch Count
83
Fdic Zip Top Banks
First State Bank Central Texas
Horizon Bank, SSB

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Pershing4
E*trade4
Fdic Zip Branches Raw
First State BankSalado, TX
Peoples National BankSalado, TX
Fdic Zip HHI
1821.76
Fdic Zip Top Bank Share Pct
28.11
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-03-23T03:59:59Z
Rdap Domain Last Changed
2026-03-08T08:20:10Z
Rdap Nameservers
Hgns1.hostgator.comHgns2.hostgator.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI11,595
Returns980
Stub 2
AGI27,637
Returns750
Stub 3
AGI34,895
Returns560
Soi Zip Total Business Income
27,734
Soi Zip Total Cap Gains
67,286
Soi Zip Total Dividends
11,726
Soi Zip Total Returns
5,030
Top Owner CRD
1089802
Trust Company Affiliate
No

People (5)

5
MCCLURE, JEFFREY, WILLIAM
IAR · Direct Owner · 62.5%
1089802
MCCLURE, JACOB, AARON
IAR · Direct Owner · 17.5%
2740184
PRALL, DEAONE, LYNN
Direct Owner · 7.5%
5247656
JOCHUM, CALLI, R
Executive Officer · 2.5%
5757055
Samantha Varacalli
IAR
6462206