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
Coombs Wealth Advisory, LLC
By the Numbers
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Total Assets Under Management145MILLION
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Total Number of Accounts89ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NJ, PA, TX
Financial Advisors at Coombs Wealth Advisory, LLC
1
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 (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.
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