{"url":"https://nivawealth.com/firms/the-wealth-coach-144588","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/144588","regulatoryAum":219592454,"crd":"144588","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2740184","suffix":null,"lastName":"MCCLURE","firstName":"JACOB","middleName":"AARON"},{"crd":"1089802","suffix":null,"lastName":"MCCLURE","firstName":"JEFFREY","middleName":"WILLIAM"},{"crd":"6462206","suffix":null,"lastName":"Varacalli","firstName":"Samantha","middleName":null}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-02-12","regulatoryAum":165673082,"clients":235,"employees":3,"offices":1},{"filedOn":"2022-06-28","regulatoryAum":185464431,"clients":242,"employees":3,"offices":1},{"filedOn":"2023-02-17","regulatoryAum":172712439,"clients":241,"employees":3,"offices":1},{"filedOn":"2024-03-05","regulatoryAum":187134683,"clients":231,"employees":3,"offices":1},{"filedOn":"2025-02-25","regulatoryAum":200409267,"clients":234,"employees":3,"offices":1},{"filedOn":"2026-02-27","regulatoryAum":219592454,"clients":233,"employees":3,"offices":1}],"secFileNumber":"801-68174","legalName":"The 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BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012693","versionId":1012693,"submittedOn":"2026-02-27"}]},"custodians":[{"name":"Pershing Advisor Solutions LLC","shortName":"Pershing","location":"Jersey City, NJ","smaAssets":160472893},{"name":"Nationwide Securities, LLC","shortName":"Nationwide Securities","location":"Grandview Heights, OH","smaAssets":30575708}],"custodyNote":"The Wealth Coach does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Calli Jochum","title":"Chief Compliance Officer","crd":"5757055"},{"name":"Jacob McClure","title":"Managing Member","crd":"2740184"},{"name":"Jeffrey McClure","title":"Emeritus Member","crd":"1089802"},{"name":"Deaone Prall","title":"Business Manager","crd":"5247656"}],"ownership":[{"label":"Jeffrey McClure","detail":"Emeritus member in the 50% to 75% ownership band and a control person, since December 2025."},{"label":"Jacob McClure","detail":"Managing member in the 10% to 25% ownership band and a control person, since November 2025."},{"label":"Deaone Prall","detail":"Business manager in the 5% to 10% ownership band, since January 2009."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Texas","offices":1,"addresses":[{"street":"918 North Main Street","city":"Salado","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"254-947-1111","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Pension consulting services"],"financialPlanningClients":"101-250","assetMix":[{"label":"Exchange-traded equity securities","percent":2},{"label":"Securities issued by registered investment companies or business development companies","percent":93},{"label":"Cash and cash equivalents","percent":5}],"privateFunds":0},"sources":{"adv1FilingDate":"27 February 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/144588/PDF/144588.pdf","brochureDate":"27 February 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012693","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does The Wealth Coach have?","answer":"The Wealth Coach has 233 clients and manages $220 million for them, as of February 2026. They include 222 individual clients, 8 high-net-worth individuals, and 3 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 27 February 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does The Wealth Coach offer?","answer":"The Wealth Coach provides financial planning, portfolio management for individuals and small businesses, and pension consulting.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does The Wealth Coach charge?","answer":"The Wealth Coach charges 0.50%–1.50% for its Portfolio management. The brochure does not state whether the rate is annual. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.","source":"THE PERSONAL WEALTH COACH® BROCHURE, filed 27 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does The Wealth Coach use?","answer":"The Wealth Coach’s separately managed account assets are held at Pershing Advisor Solutions LLC (Jersey City, NJ), with $160M and Nationwide Securities, LLC (Grandview Heights, OH), with $30.6M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 February 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does The Wealth Coach have?","answer":"The Wealth Coach has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does The Wealth Coach invest in?","answer":"At the end of its last fiscal year, The Wealth Coach’s separately managed accounts held 93% registered funds (mutual funds, ETFs, BDCs), 5% cash and equivalents and 2% exchange-traded equities.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns The Wealth Coach?","answer":"The Wealth Coach’s direct owners are Jeffrey McClure (50% to 75%), Jacob McClure (10% to 25%) and Deaone Prall (5% to 10%).","source":"Form ADV Part 1A, Schedules A and B, filed 27 February 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does The Wealth Coach get paid?","answer":"The Wealth Coach is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact The Wealth Coach?","answer":"The Wealth Coach’s main office is at 918 North Main Street, Salado, TX 76571. Its phone number is 254-947-1111. Its website is tpwc.com.","source":"Form ADV Part 1A, Item 1.F, filed 27 February 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}