KRISTEN E. COOMBS LLC
Legal name: INVESTED ADVISORS
CRD #311243 SEC #801-119770 STATE COLLEGE, PA 814-235-2703
SEC Registered
Total AUM
$226.2M
Discretionary
$207.2M
Employees
5
Clients
1
Accounts
606
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $226.2M | $207.2M | $19M | 5 | 0 |
| Oct 2025 | $226.2M | $207.2M | $19M | 5 | 0 |
| Mar 2025 | $226.2M | $207.2M | $19M | 5 | 0 |
| Mar 2025 | $226.2M | $207.2M | $19M | 5 | 0 |
| Mar 2025 | $226.2M | $207.2M | $19M | 5 | 0 |
| Mar 2025 | $226.2M | $207.2M | $19M | 5 | 0 |
| Nov 2024 | $190.7M | $155.2M | $35.5M | 4 | 0 |
| Feb 2024 | $190.7M | $155.2M | $35.5M | 4 | 0 |
| Jun 2023 | $167.9M | $154.1M | $13.9M | 6 | 0 |
| May 2023 | $167.9M | $154.1M | $13.9M | 6 | 0 |
| Mar 2023 | $167.9M | $154.1M | $13.9M | 6 | 0 |
| Mar 2023 | $167.9M | $154.1M | $13.9M | 6 | 0 |
| Jul 2022 | $194.6M | $194.6M | $0 | 5 | 0 |
| Jun 2022 | $194.6M | $194.6M | $0 | 5 | 0 |
| May 2022 | $194.6M | $194.6M | $0 | 5 | 0 |
| Apr 2022 | $194.6M | $194.6M | $0 | 5 | 0 |
| Mar 2022 | $194.6M | $194.6M | $0 | 5 | 0 |
| Oct 2021 | $155.9M | $155.9M | $0 | 5 | 0 |
| Mar 2021 | $155.9M | $155.9M | $0 | 5 | 0 |
| Mar 2021 | $155.9M | $155.9M | $0 | 5 | 0 |
| Jan 2021 | $133.7M | $133.7M | $0 | 5 | 0 |
| Nov 2020 | $133.7M | $133.7M | $0 | 5 | 0 |
| Nov 2020 | $133.7M | $133.7M | $0 | 5 | 0 |
| Oct 2020 | $133.7M | $133.7M | $0 | 5 | 0 |
| Oct 2020 | $133.7M | $133.7M | $0 | 5 | 0 |
DateOct 2025
Total AUM$226.2M
Discretionary$207.2M
Non-Disc.$19M
Employees5
Clients0
DateOct 2025
Total AUM$226.2M
Discretionary$207.2M
Non-Disc.$19M
Employees5
Clients0
DateMar 2025
Total AUM$226.2M
Discretionary$207.2M
Non-Disc.$19M
Employees5
Clients0
DateMar 2025
Total AUM$226.2M
Discretionary$207.2M
Non-Disc.$19M
Employees5
Clients0
DateMar 2025
Total AUM$226.2M
Discretionary$207.2M
Non-Disc.$19M
Employees5
Clients0
DateMar 2025
Total AUM$226.2M
Discretionary$207.2M
Non-Disc.$19M
Employees5
Clients0
DateNov 2024
Total AUM$190.7M
Discretionary$155.2M
Non-Disc.$35.5M
Employees4
Clients0
DateFeb 2024
Total AUM$190.7M
Discretionary$155.2M
Non-Disc.$35.5M
Employees4
Clients0
DateJun 2023
Total AUM$167.9M
Discretionary$154.1M
Non-Disc.$13.9M
Employees6
Clients0
DateMay 2023
Total AUM$167.9M
Discretionary$154.1M
Non-Disc.$13.9M
Employees6
Clients0
DateMar 2023
Total AUM$167.9M
Discretionary$154.1M
Non-Disc.$13.9M
Employees6
Clients0
DateMar 2023
Total AUM$167.9M
Discretionary$154.1M
Non-Disc.$13.9M
Employees6
Clients0
DateJul 2022
Total AUM$194.6M
Discretionary$194.6M
Non-Disc.$0
Employees5
Clients0
DateJun 2022
Total AUM$194.6M
Discretionary$194.6M
Non-Disc.$0
Employees5
Clients0
DateMay 2022
Total AUM$194.6M
Discretionary$194.6M
Non-Disc.$0
Employees5
Clients0
DateApr 2022
Total AUM$194.6M
Discretionary$194.6M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$194.6M
Discretionary$194.6M
Non-Disc.$0
Employees5
Clients0
DateOct 2021
Total AUM$155.9M
Discretionary$155.9M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$155.9M
Discretionary$155.9M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$155.9M
Discretionary$155.9M
Non-Disc.$0
Employees5
Clients0
DateJan 2021
Total AUM$133.7M
Discretionary$133.7M
Non-Disc.$0
Employees5
Clients0
DateNov 2020
Total AUM$133.7M
Discretionary$133.7M
Non-Disc.$0
Employees5
Clients0
DateNov 2020
Total AUM$133.7M
Discretionary$133.7M
Non-Disc.$0
Employees5
Clients0
DateOct 2020
Total AUM$133.7M
Discretionary$133.7M
Non-Disc.$0
Employees5
Clients0
DateOct 2020
Total AUM$133.7M
Discretionary$133.7M
Non-Disc.$0
Employees5
Clients0