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COOMBS WEALTH ADVISORY, LLC
CRD 281132 · SEC 801-129867
490 NORRISTOWN ROAD, SUITE 250, BLUE BELL, PA, 19422, United States
Phone
(610) 825-3848
Fax
(610) 825-3529
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$139.6M
Discretionary AUM
$126.7M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 18 | $138.0M |
States served
NJ, PA, TX
Official SEC filing: View on IAPD