THE PERSONAL WEALTH COACH

Overview

The Personal Wealth Coach is an independent Registered Investment Adviser organized as an LLC and owned by an individual. It serves both individual and family clients as well as institutional relationships, focusing on financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm charges a mix of percentage-of-AUM, hourly, and fixed fees, and it does not identify as an active ESG investor. Investment activity centers on public pooled vehicles—primarily mutual funds—and on outsourcing specialty exposure to third-party managers for alternatives. The firm’s stated advisory approach favors diversified portfolios built from public funds for core equity and fixed income exposure, supplemented by allocations to external alternative managers (hedge funds, real estate funds, commodities, private credit and oil & gas) where appropriate for return enhancement, income or diversification. Given the firm’s classification as an independent RIA and its fee structure, it appears to blend traditional portfolio management with fee-for-service planning and consultative pension work.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices