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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

THE PERSONAL WEALTH COACH

THE WEALTH COACH, LLC, CRD 144588

SALADO, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ba544124-cfb3-ce46-8dd9-5647d41d331d

Data as of Feb 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:19 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Mar 22, 2012 to Feb 27, 2026
26 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.98 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $220MItem 5.F on the latest filing (2026-02-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $220M
Private client RAUM: $216MderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $73.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 883
Individual clients: 222
High net worth clients: 8
SEC number: 801-68174
CRD: 144588
Filings on the tape: 26
First filed: Mar 22, 2012
Latest filed: Feb 27, 2026
Organised: Limited Liability Company, TX
Website: tpwc.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JEFFREY WILLIAM MCCLURE	Certified Financial Planner	SALADO, TX	19	43	2	no
JACOB AARON MCCLURE	n/a	SALADO, TX	19	22	2	no
Samantha Varacalli	Certified Financial Planner	SALADO, TX	0	12	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MCCLURE, JACOB, AARON	CHIEF COMPLIANCE OFFICER	C	yes	12/2003	Mar 22, 2012	Mar 5, 2024
MCCLURE, JEFFREY, WILLIAM	MANAGING MEMBER	D	yes	06/2007	Mar 22, 2012	Mar 5, 2024
PRALL, DEAONE, LYNN	BUSINESS MANAGER	A	no	01/2009	Mar 22, 2012	Mar 5, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 27, 2026	$220M	$220M	3	2	0	n/a	n/a
2024	Feb 25, 2025	$200M	$200M	3	2	0	n/a	n/a
2023	Mar 5, 2024	$187M	$187M	3	2	0	n/a	n/a
2022	Feb 17, 2023	$173M	$173M	3	2	0	n/a	n/a
2021	Mar 10, 2022	$199M	$199M	3	2	0	n/a	n/a
2020	Feb 12, 2021	$166M	$166M	3	2	0	n/a	n/a
2019	Mar 11, 2020	$148M	$148M	3	2	0	n/a	n/a
2018	Mar 20, 2019	$118M	$118M	3	2	1	n/a	n/a
2017	Feb 28, 2018	$130M	$130M	3	2	1	n/a	n/a
2016	Mar 15, 2017	$126M	$120M	3	2	n/a	n/a	n/a
2015	Feb 29, 2016	$114M	$113M	4	2	n/a	n/a	n/a
2014	Mar 12, 2015	$121M	$121M	4	2	n/a	n/a	n/a
2013	Feb 3, 2014	$107M	$107M	4	2	n/a	n/a	n/a
2012	Apr 1, 2013	$100M	$98.2M	4	2	n/a	n/a	n/a
2011	Mar 22, 2012	$91.3M	$87.7M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$220M	$200M	9.6%	$173M	8.3%	3	3	0	0

Relationships

Registered with (4)

← Samantha VaracalliAdvisorregistration: current employment
Oct 27, 2025 to presentfactForm ADV
← JACOB AARON MCCLUREAdvisorregistration: current employment
Aug 13, 2007 to presentfactForm ADV
← JEFFREY WILLIAM MCCLUREAdvisorregistration: current employment
Jul 30, 2007 to presentfactForm ADV
← CAROLE-LYNN SAROSAdvisorregistration: previous registration
Aug 13, 2007 to Mar 21, 2012factForm ADV

Controls (2)

← MCCLURE, JEFFREY, WILLIAMOwnerMANAGING MEMBER, ownership code D, individual
Mar 22, 2012 to Mar 5, 2024factForm ADV
← MCCLURE, JACOB, AARONOwnerCHIEF COMPLIANCE OFFICER, ownership code C, individual
Mar 22, 2012 to Mar 5, 2024factForm ADV

Owns (1)

← PRALL, DEAONE, LYNNOwnerBUSINESS MANAGER, ownership code A, individual
Mar 22, 2012 to Mar 5, 2024factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ba544124-cfb3-ce46-8dd9-5647d41d331d
First observed: Mar 22, 2012
Last observed: Feb 27, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

THE PERSONAL WEALTH COACH

THE WEALTH COACH, LLC, CRD 144588

SALADO, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ba544124-cfb3-ce46-8dd9-5647d41d331d

Data as of Feb 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:19 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JEFFREY WILLIAM MCCLURE

Certified Financial Planner

SALADO, TX

JACOB AARON MCCLURE

n/a

SALADO, TX

Samantha Varacalli

Certified Financial Planner

SALADO, TX

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MCCLURE, JACOB, AARON

CHIEF COMPLIANCE OFFICER

yes

12/2003

Mar 22, 2012

Mar 5, 2024

MCCLURE, JEFFREY, WILLIAM

MANAGING MEMBER

yes

06/2007

Mar 22, 2012

Mar 5, 2024

PRALL, DEAONE, LYNN

BUSINESS MANAGER

01/2009

Mar 22, 2012

Mar 5, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 27, 2026

$220M

n/a

2024

Feb 25, 2025

$200M

n/a

2023

Mar 5, 2024

$187M

n/a

2022

Feb 17, 2023

$173M

n/a

2021

Mar 10, 2022

$199M

n/a

2020

Feb 12, 2021

$166M

n/a

2019

Mar 11, 2020

$148M

n/a

2018

Mar 20, 2019

$118M

n/a

2017

Feb 28, 2018

$130M

n/a

2016

Mar 15, 2017

$126M

$120M

n/a

2015

Feb 29, 2016

$114M

$113M

n/a

2014

Mar 12, 2015

$121M

n/a

2013

Feb 3, 2014

$107M

n/a

2012

Apr 1, 2013

$100M

$98.2M

n/a

2011

Mar 22, 2012

$91.3M

$87.7M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$220M

$200M

9.6%

$173M

8.3%