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Samantha Varacalli

THE PERSONAL WEALTH COACH
Salado, TX 76571
Some features on this profile are disabled
CRD#: 6462206
SV

Professional summary

Samantha Varacalli, who also goes by Samantha C Workman, Samantha Workman, is a registered financial advisor currently at THE PERSONAL WEALTH COACH located in Salado, Texas.

Samantha is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Samantha has worked at 2 firms and has passed the Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Samantha C Workman | Samantha Workman

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Samantha Varacalli's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

October 27, 2025 - Present

THE PERSONAL WEALTH COACH

Office #1: 918 North Main Street, Salado, TX 76571
RIA
CRD#: 144588
Salado, TX
Past

March 31, 2025 - October 21, 2025

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
CARBONDALE, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TP
THE PERSONAL WEALTH COACH
THE PERSONAL WEALTH COACH | THE WEALTH COACH, LLC

CRD#: 144588 / SEC#: 801-68174

RIA
Registered Investment Advisory firm - (7/27/2007 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(10/27/2025)
IAR
Virginia
(10/27/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 4/28/2025
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/31/2025
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 1/16/2025
Securities Industry Essentials Examination

Current Firm

TP
THE PERSONAL WEALTH COACH
THE PERSONAL WEALTH COACH | THE WEALTH COACH, LLC

CRD#: 144588 / SEC#: 801-68174

RIA
Registered Investment Advisory firm - (7/27/2007 Approved)
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Contact information

Main Address
918 North Main Street, Salado, TX 76571
Mailing Address
P.o. Box 1029, Salado, TX 76571-1029
Phone number
(254) 947-1111
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (4 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

THE PERSONAL WEALTH COACH® BROCHURE (12/26/2025)

Regulatory assets under management

Total Number of Accounts833
AUM (Assets Under Management)$ 217,274,663

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

THE PERSONAL WEALTH COACH

CRD#: 144588Salado, TX 76571

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