Calli Jochum is not listed as a control person, but directly owns under 5% of The Wealth Coach. Calli Jochum holds a Bachelor of Arts with honors from the University of Texas at Austin.
The Wealth Coach is an investment adviser based in Salado, TX, registered with the SEC since 2007. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and corporations and other businesses. Its regulatory assets under management total $220 million, as filed on 27 February 2026. Its fees, ownership and offices are on the firm’s profile.
Calli Jochum is Paraplanner and Chief Compliance Officer of The Personal Wealth Coach. She joined the team in January of 2010 after working in the legal field, primarily in the area of estate planning. She conducts research and assists the advising members with optimization analyses and investment planning documents, and conducts regular and ongoing compliance reviews and documentation.
- CRD
- 5757055
- Firm
- The Wealth Coach · CRD 144588
- Role
- Chief Compliance Officer
- In role since
- December 2025 · under a year
- Control person
- Not listed
- Direct ownership
- Under 5%
- Firm headquarters
- Salado, TX
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- tpwc.com
Where does Calli Jochum work?
Calli Jochum has been Chief Compliance Officer of The Wealth Coach, LLC since December 2025.
How can I verify Calli Jochum’s record?
Calli Jochum’s role is listed on The Wealth Coach, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 144588.
Jacob McClureManaging Member- Jeffrey McClureEmeritus Member
- Deaone PrallBusiness Manager