Coombs Wealth Advisory, LLC
Coombs Wealth Advisory, LLC is an SEC-registered ria in Blue Bell, PA with $139.6M assets under management (AUM, regulatory AUM), +3% over one year. See who owns Coombs Wealth Advisory, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 281132, SEC 801-129867, data through 2026-02-03.
- AUM (assets under management / regulatory AUM)
- $139.6M (2026-02-03)
- Firm type
- Ria
- Location
- Blue Bell, PA
- Employees
- 2
- Clients
- 18
- CRD
- 281132
- Ownership
- COOMBS, BRIAN, C.; COOMBS, LONNIE, A.
How much AUM does Coombs Wealth Advisory, LLC have?
Coombs Wealth Advisory, LLC reported $139.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-03).
Who owns Coombs Wealth Advisory, LLC?
Disclosed owners and executives of Coombs Wealth Advisory, LLC include COOMBS, BRIAN, C., COOMBS, LONNIE, A.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.