| 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 |
Coombs Wealth Advisory, LLC reports $135.8 million in regulatory assets under management on its Form ADV.
Coombs Wealth Advisory, LLC reports 2 employees.
Coombs Wealth Advisory, LLC is based in Blue Bell, PA and has been SEC-registered since 2024.
Coombs Wealth Advisory, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $121.9M |
| Non-discretionary | $13.9M |
| Total (RAUM) | $135.8M |