Coombs Wealth Advisory, LLC

Coombs Wealth Advisory, LLC (CRD# 281132) is a financial advisory firm headquartered in Blue Bell, PA. They manage $145,253,997 in 89 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
490 Norristown Road, Suite 250, Blue Bell, PA 19422
By the Numbers
  • Total Assets Under Management
    145
    MILLION
  • Total Number of Accounts
    89
    ACCOUNTS
  • Average Account Value
    $1,632,067
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NJ, PA, TX

Financial Advisors at Coombs Wealth Advisory, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Brian Coombs, financial advisor Blue Bell PA
Brian C. Coombs
CRD#: 5687480
490 Norristown Road, Suite 250, Blue Bell, PA 19422

Brian Coombs (CRD# 5687480) is an Investment Advisor Representative working at Coombs Wealth Advisory, LLC in Blue Bell, PA and has over 14 years of experience in the finance industry.

2
Lonnie Coombs, financial advisor Blue Bell PA
Lonnie A. Coombs
CRD#: 6543572
490 Norristown Road, Suite 250, Blue Bell, PA 19422

Lonnie Coombs (CRD# 6543572) is an Investment Advisor Representative working at Coombs Wealth Advisory, LLC in Blue Bell, PA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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