The Wealth Coach, Llc
- Regulatory AUM
- $220M
- Discretionary
- $220M
- Clients
- 233
- Avg AUM / client
- $942K
- Accounts
- 883
- Employees
- 3
AUM over time
Annual snapshots from Form ADV filings · as of Feb 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 222 | $173M | 78.7% |
| High net worth individuals | 8 | $43.2M | 19.7% |
| Corporations and other businesses | 3 | $3.7M | 1.67% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jacob Aaron Mcclure | Chief Compliance Officer | Dec 2003 (23y) | 25% – 50% | |
| Jeffrey William Mcclure | Managing Member | CFP | Jun 2007 (19y) | 50% – 75% |
| Prall, Deaone, Lynn | Business Manager | Jan 2009 (18y) | 5% – 10% | |
| Samantha Varacalli | Registered representative | CFP | Oct 2025 (1y) |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/27/2026 | 913 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Pershing $160M (73% of AUM) Feb 2026
- Nationwide Securities, Llc $30.6M (14% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 27, 2026.
View current Form ADV (SEC/IAPD) ↗