Active
THE PERSONAL WEALTH COACH
Investment Advice|SALADO, TX
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$200.4M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 200.4M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 144588 |
| SEC Number | 801-68174 |
| Street Address | 918 NORTH MAIN STREET |
| Location | SALADO, TX 76571 |
| Country | United States |
| Phone | 254-947-1111 |
| Fax | 254-947-0332 |
| Total Employees | 3 |
Client Count by Type (234 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 224 |
| High Net Worth Individual… | 7 |
| Corporations/Businesses | 3 |
Community Partners
CITY OF BARTLETT
CITY OF BELTON
CITY OF CAMERON
CITY OF COPPERAS COVE
CITY OF HARKER HEIGHTS
CITY OF KILLEEN
CITY OF MORGANS POINT RESORT
CITY OF NOLANVILLE
CITY OF PFLUGERVILLE
CITY OF TROY
COUNTY OF BELL
TOWN OF HOLLAND
TOWN OF ROGERS
VILLAGE OF SALADO
CITY OF BARTLETT
CITY OF BELTON
CITY OF CAMERON
CITY OF COPPERAS COVE
CITY OF HARKER HEIGHTS
CITY OF KILLEEN
CITY OF MORGANS POINT RESORT
CITY OF NOLANVILLE
CITY OF PFLUGERVILLE
CITY OF TROY
COUNTY OF BELL
TOWN OF HOLLAND
TOWN OF ROGERS
VILLAGE OF SALADO
CITY OF BARTLETT
CITY OF BELTON
CITY OF CAMERON
CITY OF COPPERAS COVE
CITY OF HARKER HEIGHTS
CITY OF KILLEEN
CITY OF MORGANS POINT RESORT
CITY OF NOLANVILLE
CITY OF PFLUGERVILLE
CITY OF TROY
COUNTY OF BELL
TOWN OF HOLLAND
TOWN OF ROGERS
VILLAGE OF SALADO
Municipal Government
14 Active
14
Organizations
BARTLETT HOUSING AUTHORITY
BELL COUNTY MUD 1
BELL COUNTY MUD 2
BELL COUNTY WATER CONTROL AND IMPROVEMENT DISTRICT 1
BELL COUNTY WATER CONTROL AND IMPROVEMENT DISTRICT 2
BELL COUNTY WATER CONTROL AND IMPROVEMENT DISTRICT 3
BELL COUNTY WATER CONTROL AND IMPROVEMENT DISTRICT 5
BELL COUNTY WATER CONTROL AND IMPROVEMENT DISTRICT 6
BELTON HOUSING AUTHORITY
CENTRAL COUNTIES CTR FOR MENTAL HEALTH AND MENTAL RET SERVICES
CENTRAL TEXAS COUNCIL OF GOVERNM
CENTRAL TEXAS HOUSING FINANCE CORPORATION
CENTRAL TEXAS SOIL AND WATER CONSERVATION DISTRICT 509
CLEARWATER UNDERGROUND WATER CONSERVATION DISTRICT
CLL MUD 1
COPPERAS COVE HOUSING AUTHORITY
DONAHOE CREEK WATERSHED AUTHORITY
HOUSING AUTH. CY. OF BARTLETT
KILLEEN CITY HOUSING AUTHORITY
LITTLE RIVER SAN GABRIEL SOIL CONSERVATION DISTRICT
BARTLETT HOUSING AUTHORITY
BELL COUNTY MUD 1
BELL COUNTY MUD 2
BELL COUNTY WATER CONTROL AND IMPROVEMENT DISTRICT 1
BELL COUNTY WATER CONTROL AND IMPROVEMENT DISTRICT 2
BELL COUNTY WATER CONTROL AND IMPROVEMENT DISTRICT 3
BELL COUNTY WATER CONTROL AND IMPROVEMENT DISTRICT 5
BELL COUNTY WATER CONTROL AND IMPROVEMENT DISTRICT 6
BELTON HOUSING AUTHORITY
CENTRAL COUNTIES CTR FOR MENTAL HEALTH AND MENTAL RET SERVICES
CENTRAL TEXAS COUNCIL OF GOVERNM
CENTRAL TEXAS HOUSING FINANCE CORPORATION
CENTRAL TEXAS SOIL AND WATER CONSERVATION DISTRICT 509
CLEARWATER UNDERGROUND WATER CONSERVATION DISTRICT
CLL MUD 1
COPPERAS COVE HOUSING AUTHORITY
DONAHOE CREEK WATERSHED AUTHORITY
HOUSING AUTH. CY. OF BARTLETT
KILLEEN CITY HOUSING AUTHORITY
LITTLE RIVER SAN GABRIEL SOIL CONSERVATION DISTRICT
BARTLETT HOUSING AUTHORITY
BELL COUNTY MUD 1
BELL COUNTY MUD 2
BELL COUNTY WATER CONTROL AND IMPROVEMENT DISTRICT 1
BELL COUNTY WATER CONTROL AND IMPROVEMENT DISTRICT 2
BELL COUNTY WATER CONTROL AND IMPROVEMENT DISTRICT 3
BELL COUNTY WATER CONTROL AND IMPROVEMENT DISTRICT 5
BELL COUNTY WATER CONTROL AND IMPROVEMENT DISTRICT 6
BELTON HOUSING AUTHORITY
CENTRAL COUNTIES CTR FOR MENTAL HEALTH AND MENTAL RET SERVICES
CENTRAL TEXAS COUNCIL OF GOVERNM
CENTRAL TEXAS HOUSING FINANCE CORPORATION
CENTRAL TEXAS SOIL AND WATER CONSERVATION DISTRICT 509
CLEARWATER UNDERGROUND WATER CONSERVATION DISTRICT
CLL MUD 1
COPPERAS COVE HOUSING AUTHORITY
DONAHOE CREEK WATERSHED AUTHORITY
HOUSING AUTH. CY. OF BARTLETT
KILLEEN CITY HOUSING AUTHORITY
LITTLE RIVER SAN GABRIEL SOIL CONSERVATION DISTRICT
Special District
24 Active
24
Organizations
ACADEMY IND SCH DIST 901
BARTLETT IND SCH DIST 902
BELTON IND SCH DIST 903
CENTRAL TEXAS COLLEGE
HOLLAND IND SCH DIST 905
KILEEN ISD POLICE
KILLEEN IND SCH DIST 906
ROGERS IND SCH DIST 907
SALADO IND SCH DIST 908
TEMPLE IND SCH DIST 909
TEMPLE JUNIOR COLLEGE
TROY IND SCH DIST 910
ACADEMY IND SCH DIST 901
BARTLETT IND SCH DIST 902
BELTON IND SCH DIST 903
CENTRAL TEXAS COLLEGE
HOLLAND IND SCH DIST 905
KILEEN ISD POLICE
KILLEEN IND SCH DIST 906
ROGERS IND SCH DIST 907
SALADO IND SCH DIST 908
TEMPLE IND SCH DIST 909
TEMPLE JUNIOR COLLEGE
TROY IND SCH DIST 910
ACADEMY IND SCH DIST 901
BARTLETT IND SCH DIST 902
BELTON IND SCH DIST 903
CENTRAL TEXAS COLLEGE
HOLLAND IND SCH DIST 905
KILEEN ISD POLICE
KILLEEN IND SCH DIST 906
ROGERS IND SCH DIST 907
SALADO IND SCH DIST 908
TEMPLE IND SCH DIST 909
TEMPLE JUNIOR COLLEGE
TROY IND SCH DIST 910
School District
12 Active
12
Organizations
10-8 MINISTRIES
1874 CHURCH RESTORATION COMMITTEE
1 MISSION OUTDOORS ARCHERY
1ST CAVALRY DIV ASSN MUSEUM FOUNDAT
1ST CAVALRY DIVISION ASSOCIATION
2442 COPPERAS COVE CHAPTER WOMEN OF THE MOOSE
254 WHISKER MEN
3932 BLUE DOOR LLC
439 WATER SUPPLY CORPORATION
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
5 PEARLZ OF HOPE FOUNDATION
761ST TANK BATTALION & ALLIED VETERANS ASSOC
94TH CHAPTER OF THE WOMENS ARMY CORPS VETERANS ASSOCIATION
A BETTER ME FOUNDATION
10-8 MINISTRIES
1874 CHURCH RESTORATION COMMITTEE
1 MISSION OUTDOORS ARCHERY
1ST CAVALRY DIV ASSN MUSEUM FOUNDAT
1ST CAVALRY DIVISION ASSOCIATION
2442 COPPERAS COVE CHAPTER WOMEN OF THE MOOSE
254 WHISKER MEN
3932 BLUE DOOR LLC
439 WATER SUPPLY CORPORATION
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
5 PEARLZ OF HOPE FOUNDATION
761ST TANK BATTALION & ALLIED VETERANS ASSOC
94TH CHAPTER OF THE WOMENS ARMY CORPS VETERANS ASSOCIATION
A BETTER ME FOUNDATION
10-8 MINISTRIES
1874 CHURCH RESTORATION COMMITTEE
1 MISSION OUTDOORS ARCHERY
1ST CAVALRY DIV ASSN MUSEUM FOUNDAT
1ST CAVALRY DIVISION ASSOCIATION
2442 COPPERAS COVE CHAPTER WOMEN OF THE MOOSE
254 WHISKER MEN
3932 BLUE DOOR LLC
439 WATER SUPPLY CORPORATION
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
5 PEARLZ OF HOPE FOUNDATION
761ST TANK BATTALION & ALLIED VETERANS ASSOC
94TH CHAPTER OF THE WOMENS ARMY CORPS VETERANS ASSOCIATION
A BETTER ME FOUNDATION
Nonprofit Organization
1567 Active
1567
Organizations
Community Partners100 organizations
CITY OF BARTLETT
Municipal Government·BARTLETT
CITY OF BELTON
Municipal Government·BELTON
CITY OF CAMERON
Municipal Government·CAMERON
CITY OF COPPERAS COVE
Municipal Government·COPPERAS COVE
CITY OF MORGANS POINT RESORT
Municipal Government·MORGANS POINT RESORT
CITY OF PFLUGERVILLE
Municipal Government·PFLUGERVILLE
BARTLETT HOUSING AUTHORITY
Special District·BARTLETT
BELL COUNTY MUD 1
Special District·SALADO
BELL COUNTY MUD 2
Special District·AUSTIN
BELL COUNTY WATER CONTROL AND IMPROVEMENT DISTRICT 1
Special District·KILLEEN
BELL COUNTY WATER CONTROL AND IMPROVEMENT DISTRICT 2
Special District·LITTLE RIVER ACADEMY
BELL COUNTY WATER CONTROL AND IMPROVEMENT DISTRICT 5
Special District·CAMERON
BELL COUNTY WATER CONTROL AND IMPROVEMENT DISTRICT 6
Special District·KILLEEN
CENTRAL TEXAS COUNCIL OF GOVERNM
Special District·BELTON
CENTRAL TEXAS HOUSING FINANCE CORPORATION
Special District·BELTON
CENTRAL TEXAS SOIL AND WATER CONSERVATION DISTRICT 509
Special District·TEMPLE
CLL MUD 1
Special District·PFLUGERVILLE
COPPERAS COVE HOUSING AUTHORITY
Special District·COPPERAS COVE
DONAHOE CREEK WATERSHED AUTHORITY
Special District·BARTLETT
HOUSING AUTH. CY. OF BARTLETT
Special District·BARTLETT
KILLEEN CITY HOUSING AUTHORITY
Special District·KILLEEN
LITTLE RIVER SAN GABRIEL SOIL CONSERVATION DISTRICT
Special District·BARTLETT
ROGERS CITY HOUSING AUTHORITY
Special District·ROGERS
SALADO PUBLIC LIBRARY DISTRICT
Special District·SALADO
WINNIE-STOWELL HOSPITAL DISTRICT
Special District·COPPERAS COVE
CENTRAL TEXAS COLLEGE
School District·KILLEEN
KILEEN ISD POLICE
School District·KILLEEN
10-8 MINISTRIES
Nonprofit Organization·Belton
1874 CHURCH RESTORATION COMMITTEE
Nonprofit Organization·Belton
1 MISSION OUTDOORS ARCHERY
Nonprofit Organization·Killeen
1ST CAVALRY DIV ASSN MUSEUM FOUNDAT
Nonprofit Organization·COPPERAS COVE
1ST CAVALRY DIVISION ASSOCIATION
Nonprofit Organization·COPPERAS COVE
2442 COPPERAS COVE CHAPTER WOMEN OF THE MOOSE
Nonprofit Organization·Copperas Cove
254 WHISKER MEN
Nonprofit Organization·Belton
3932 BLUE DOOR LLC
Nonprofit Organization·KILLEEN
439 WATER SUPPLY CORPORATION
Nonprofit Organization·BELTON
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Belton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Belton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Belton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Belton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Belton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Belton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Belton
5 PEARLZ OF HOPE FOUNDATION
Nonprofit Organization·Killeen
761ST TANK BATTALION & ALLIED VETERANS ASSOC
Nonprofit Organization·killeen
94TH CHAPTER OF THE WOMENS ARMY CORPS VETERANS ASSOCIATION
Nonprofit Organization·Killeen
A BETTER ME FOUNDATION
Nonprofit Organization·PFLUGERVILLE
ABIGAIL MINISTRIES INC
Nonprofit Organization·Belton
ABLE2BU
Nonprofit Organization·Bartlett
Academic Elite Ballers 815 N 10th St
Nonprofit Organization·Killeen
ACADEMY FFA BOOSTERS
Nonprofit Organization·Little River
ACADEMY FOR EXCEPTIONAL LEARNERS
Nonprofit Organization·KILLEEN
ACHIEVEMENT SOLUTIONS, LLC
Nonprofit Organization·KILLEEN
ACTION HOLDINGS LLC
Nonprofit Organization·PFLUGERVILLE
Acton Salado Community Foundation
Nonprofit Organization·Belton
ACTS MISSIONS AUSTIN CHAPTER
Nonprofit Organization·PFLUGERVILLE
ACTS of Love Early Childhood Education C
Nonprofit Organization·Pflugerville
AFTERSHOCK YOUTH ATHLETICS
Nonprofit Organization·SALADO
AGAPE COMMUNITY DEVELOPMENT CORPORATION RESOURCE CENTER
Nonprofit Organization·Killeen
AGAPE URBAN INSTITUTE
Nonprofit Organization·Pflugerville
AGGIE GOLDEN ARROWS ALUMNI ASSOCIAT ION
Nonprofit Organization·Pflugerville
AGING ALLIES
Nonprofit Organization·Salado
AGLOW INTERNAITONAL
Nonprofit Organization·Killeen
Alcance de Restauracion
Nonprofit Organization·Pflugerville
ALCOHOLICS ANONYMOUS 1825 PFLUGERVILLE GROUP
Nonprofit Organization·Pflugerville
ALCOHOLICS ANONYMOUS COPPERAS COVE GROUP
Nonprofit Organization·Copperas Cove
AL COMMUNITY DEVELOPMENT CORPORATION
Nonprofit Organization·Pflugerville
A LEGENDS LYFE FOUNDATION
Nonprofit Organization·Pflugerville
AL FURQAN ACADEMY
Nonprofit Organization·pflugerville
ALL ABOUT EXOTIC WILDLIFE
Nonprofit Organization·BELTON
ALL EMPOWERED INC
Nonprofit Organization·Pflugerville
ALL SINNERS ANONYMOUS
Nonprofit Organization·BELTON
ALOHA SOFTBALL ACADEMY
Nonprofit Organization·Pflugerville
Alpha Baseball Club Inc
Nonprofit Organization·Salado
ALPHA EDUCATION PARTNER
Nonprofit Organization·Pflugerville
ALPHA-MU ALUMNI ASSOCIATION
Nonprofit Organization·Pflugerville
ALPHA VILLAGE
Nonprofit Organization·Copperas Cove