{"url":"https://nivawealth.com/firms/wealth-coach-170886","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/170886","regulatoryAum":119090347,"crd":"170886","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6390320","suffix":null,"lastName":"MINKO","firstName":"ANTHONY","middleName":"JAMES"},{"crd":"4954763","suffix":null,"lastName":"MINKO","firstName":"CHRISTOPHER","middleName":"JOHN"}],"total":2,"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"},"secFileNumber":"801-136707","legalName":"Wealth Coach LLC","displayName":"Wealth Coach","slug":"wealth-coach-170886","website":"https://minkowealth.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"New York limited liability company","fiscalYearEnd":"December","headquarters":{"street":"1762 Cropsey Avenue","city":"Brooklyn","state":"NY","stateName":"New York","country":"United States","postalCode":"11228"},"tradeNames":[],"registration":{"secApproved":"10 July 2026","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":783489.125,"staff":{"employees":3,"advisory":2,"brokerDealerReps":0,"insuranceAgents":1,"promoters":0},"aum":{"regulatory":119090347,"discretionary":119090347,"discretionaryAccounts":351,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":1},"clientTypes":[{"label":"Individuals (other than HNW)","clients":113,"regulatoryAum":42805457},{"label":"High-net-worth individuals","clients":39,"regulatoryAum":76284890}],"feePrograms":[{"role":"main","program":"Asset Management Services","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053197","versionId":1053197,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-07-29","documentName":"ADV PART 2A","fee_rate_low":0.4,"fee_rate_high":1,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T14:56:44.829941+00:00","documents":[{"name":"ADV PART 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053197","versionId":1053197,"submittedOn":"2026-07-29"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":119090347}],"custodyNote":"Wealth Coach does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Anthony Minko","title":"President and Member","crd":"6390320"},{"name":"Christopher Minko","title":"Chief Compliance Officer","crd":"4954763"},{"name":"Christopher Minko","title":"Managing Member","crd":"4954763"}],"ownership":[{"label":"Christopher Minko","detail":"Managing member in the 50% to 75% ownership band and a control person, since October 2013. Also chief compliance officer in the 50% to 75% ownership band and a control person, since June 2026."},{"label":"Anthony Minko","detail":"President and member in the 50% to 75% ownership band and a control person, since October 2013."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"New York","offices":2,"addresses":[{"street":"1762 Cropsey Avenue","city":"Brooklyn","headquarters":true},{"street":"19 Elm Place","city":"Rye"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"718-748-1700","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Portfolio management for individuals and/or small businesses","Selection of other advisers (including private fund managers)"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":11},{"label":"U.S. government/agency bonds","percent":11},{"label":"U.S. state and local bonds","percent":5},{"label":"Securities issued by registered investment companies or business development companies","percent":69},{"label":"Cash and cash equivalents","percent":4}],"privateFunds":0},"sources":{"adv1FilingDate":"29 July 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/170886/PDF/170886.pdf","brochureDate":"29 July 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053197","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 Wealth Coach have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Wealth Coach offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Wealth Coach charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Wealth Coach use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Wealth Coach have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Wealth Coach invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Wealth Coach?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Wealth Coach get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Wealth Coach?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 29 July 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."}