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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 21, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| COOMBS, BRIAN, C. | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| COOMBS, BRIAN, C. | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| COOMBS, BRIAN, C. | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| COOMBS, BRIAN, C. | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| COOMBS, LONNIE, A. | I | MANAGING PARTNER | A | Control |
| COOMBS, LONNIE, A. | I | MANAGING PARTNER | A | Control |
| COOMBS, LONNIE, A. | I | MANAGING PARTNER | A | Control |
| COOMBS, LONNIE, A. | I | MANAGING PARTNER | A | Control |
Registrations
Federal
IA
Feb 21, 2025 REGISTERED
Notice Filings (3)
NJ PA TX
Address
490 NORRISTOWN ROADSUITE 250
BLUE BELL, PA 19422
United States
Phone: (610) 825-3848