Coombs Wealth Advisory, LLC
● SEC registered since 2024CRD 281132SEC# 801-129867Blue Bell, PA
Reg. AUM
$139.6M
Employees
2
Accounts
91
Location
Blue Bell, PA
Coombs Wealth Advisory, LLC assets under management
Coombs Wealth Advisory, LLC is an SEC-registered investment adviser based in Blue Bell, PA. The firm has been registered since 2024. It reports $139.6 million in regulatory assets under management and employs 2 people.
Coombs Wealth Advisory, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian C. Coombs Control | Managing Partner And Chief Compliance Officer | Over 75% | 2015 |
| Lonnie A. Coombs Control | Managing Partner | 5-10% | 2015 |
Frequently asked questions
How much does Coombs Wealth Advisory, LLC manage?
Coombs Wealth Advisory, LLC reports $139.6 million in regulatory assets under management on its Form ADV.
How many employees does Coombs Wealth Advisory, LLC have?
Coombs Wealth Advisory, LLC reports 2 employees.
Where is Coombs Wealth Advisory, LLC located?
Coombs Wealth Advisory, LLC is based in Blue Bell, PA and has been SEC-registered since 2024.
Does Coombs Wealth Advisory, LLC disclose fund performance?
Coombs Wealth Advisory, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 490 Norristown Road, Suite 250, Blue Bell, PA 19422 |
| Phone | (610) 825-3848 |
| Fax | (610) 825-3529 |
| Office hours | 9:00a.m. -5:00p.m. Est |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$139.6M▲ 3%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 85%
Larger than 15% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$139.6Mregulatory AUM
Discretionary $126.7MNon-discretionary $12.9M