PPrivate Fund Data Log in Join · $37/mo

Lonnie A. Coombs

Managing PartnerCoombs Wealth Advisory, LLCCRD 6543572

About Lonnie A. Coombs

Lonnie A. Coombs is listed as Managing Partner at Coombs Wealth Advisory, LLC in Blue Bell, PA. Form ADV reports a beneficial ownership band of 5-10%.

Reported ownership

Owns 5-10% of Coombs Wealth Advisory, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Lonnie A. Coombs work?

Lonnie A. Coombs is listed as Managing Partner at Coombs Wealth Advisory, LLC on SEC Form ADV.

How much of Coombs Wealth Advisory, LLC does Lonnie A. Coombs own?

Form ADV reports a beneficial ownership band of 5-10%.

Coombs Wealth Advisory, LLC

TitleManaging Partner
Ownership5-10%
Control personYes
Since2015