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- Custodian
- Jefferson National Securities · Nationwide · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-27-2007
- Office Locations
- 1
Office Locations
About THE Personal Wealth Coach
The Personal Wealth Coach (TPWC) provides fee-based fiduciary financial coaching and investment management for individuals, pairing budgeting and wealth-building education with customized plans and ongoing check-ins. Portfolios follow a defined, regularly reviewed framework informed by Markowitz’s Portfolio Selection and Pareto’s Rule, and are built around constraints like employer retirement plans and restricted holdings. Custody includes Pershing.
Team overview
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Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JEFFREY WILLIAM MCCLURE
President, Chief Investment Officer
- CRD
- #1089802
- Ownership
- 50% but less than 75%
JACOB AARON MCCLURE
Chief Investment Officer, Managing Member, President
- CRD
- #2740184
- Ownership
- 10% but less than 25%
Showing 2 of 4 owners & executives
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Samantha Varacalli
--
- CRD
- #6462206
Showing 1 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $219,592,454 | $248,689 |
| Non-Discretionary | $0 | -- |
| Total | $219,592,454 | $248,689 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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