COOMBS WEALTH ADVISORY, LLC
CRD #281132 SEC #801-129867 BLUE BELL, PA (610) 825-3848
SEC Registered
Total AUM
$135.8M
Discretionary
$121.9M
Employees
2
Clients
0
Accounts
82
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $135.8M | $121.9M | $13.9M | 2 | 0 |
| Oct 2024 | $145.3M | $133.4M | $11.9M | 2 | 0 |
| May 2024 | $145.3M | $133.4M | $11.9M | 2 | 0 |
| Mar 2024 | $145.3M | $133.4M | $11.9M | 2 | 0 |
DateFeb 2025
Total AUM$135.8M
Discretionary$121.9M
Non-Disc.$13.9M
Employees2
Clients0
DateOct 2024
Total AUM$145.3M
Discretionary$133.4M
Non-Disc.$11.9M
Employees2
Clients0
DateMay 2024
Total AUM$145.3M
Discretionary$133.4M
Non-Disc.$11.9M
Employees2
Clients0
DateMar 2024
Total AUM$145.3M
Discretionary$133.4M
Non-Disc.$11.9M
Employees2
Clients0