Wealth Coach provides portfolio management for individuals and small businesses and selecting other managers.
Wealth Coach reports 152 clients. They include 113 individual clients and 39 high-net-worth individuals. Of its assets, 100.0% ($119M across 351 accounts) are managed with discretion. It advised 1 client without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 74% | 36% |
| High-net-worth individuals | 26% | 64% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 113 | $42.8M | 35.9% | $379K |
| High-net-worth individuals | 39 | $76.3M | 64.1% | $1.96M |
| Total | 152 | $119M | 100% | $783K |
- Clients
- 113
- Regulatory AUM
- $42.8M
- AUM share
- 35.9%
- Avg. per client
- $379K
- Clients
- 39
- Regulatory AUM
- $76.3M
- AUM share
- 64.1%
- Avg. per client
- $1.96M
Total
- Clients
- 152
- Regulatory AUM
- $119M
- AUM share
- 100%
- Avg. per client
- $783K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 1
- Private funds advised
- 0
Wealth Coach charges 0.40%–1.00% a year for its Asset Management Services. The fee is billed in advance and is negotiable.
Fee details and sources
Christopher Minko owns 50% to 75% of Wealth Coach. The leadership team of Wealth Coach includes President Anthony Minko and Chief Compliance Officer Christopher Minko. It has 3 employees, 2 of them in advisory roles.
Leadership
Anthony MinkoPresident and Member
Christopher MinkoChief Compliance Officer- Christopher MinkoManaging Member
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 2 in advisory functions
- 2 state-registered reps
- 1 insurance agent
- Owns 50% to 75% of Wealth Coach LLC
Christopher Minko
Control person · since October 2013
- Owns 50% to 75% of Wealth Coach LLC
Anthony Minko
Control person · since October 2013
Besides its headquarters, Wealth Coach has 1 office, with 2 listed addresses in 1 state.
New York · 2 listed addresses
- 1762 Cropsey Avenue, BrooklynHQ
- 19 Elm Place, Rye
Contact and registration details
- Legal name
- Wealth Coach LLC
- Headquarters
- 1762 Cropsey Avenue, Brooklyn, NY 11228
- Website
- minkowealth.com
- Phone
- 718-748-1700
- SEC file
- 801-136707
- Structure
- New York LLC
- Fiscal year end
- December
Wealth Coach’s named custodian for separately managed accounts is Charles Schwab ($119M). Wealth Coach does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $119M100%
At year end, Wealth Coach’s separately managed accounts were mostly in funds (69%) and bonds (16%).
What the accounts hold
- Stocks11%
- Funds69%
- Bonds16%
- U.S. government and agency bonds11%
- State and local bonds5%
- Cash4%
How many clients does Wealth Coach have?
Wealth Coach has 152 clients and manages $119 million for them, as of July 2026. They include 113 individual clients and 39 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 29 July 2026
What services does Wealth Coach offer?
Wealth Coach provides portfolio management for individuals and small businesses and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Wealth Coach charge?
Wealth Coach charges 0.40%–1.00% a year for its Asset Management Services. The fee is billed in advance and is negotiable.
Source: ADV PART 2A, filed 29 July 2026
Which custodians does Wealth Coach use?
Wealth Coach’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $119M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 29 July 2026
How many financial advisors does Wealth Coach have?
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 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Wealth Coach invest in?
At the end of its last fiscal year, Wealth Coach’s separately managed accounts held 69% registered funds (mutual funds, ETFs, BDCs), 11% exchange-traded equities, 11% U.S. government and agency bonds, 5% state and local bonds and 4% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Wealth Coach?
Wealth Coach’s direct owners are Christopher Minko (50% to 75%) and Anthony Minko (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 29 July 2026
How does Wealth Coach get paid?
Wealth Coach is paid through a percentage of assets under management. 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
How do I contact Wealth Coach?
Wealth Coach’s main office is at 1762 Cropsey Avenue, Brooklyn, NY 11228. Its phone number is 718-748-1700. Its website is minkowealth.com.