RIA Intel›Advisers›Michigan›MY FINANCIAL COACH, LLC

MY FINANCIAL COACH, LLC

Advisory

MIDLAND, MI

Data as of Feb 25, 2026 · Source: SEC Form ADV

Rank in MI

#495

of 521 advisers by AUM

Average account

$143K

across 379 accounts

AUM per adviser

$18M

3 advisers

Source: SEC Form ADV. Figures as filed Feb 25, 2026.

Total AUM

$54M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$54M

Discretionary AUM$54M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients128

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InHI, MI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

128 clients

14 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MI

Closest by assets under management. All figures from Form ADV.

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HARTWELL WEALTH MANAGEMENT LLC

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$55M

BRYN MAWR FINANCIAL, LLC

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$55M

-90.7% 1Y

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