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| Keyboard |
| Coombs Wealth Advisory LLC
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|---|---|
| CRD # | 281132 |
| SEC # | 801-129867 |
| CIK # | |
| AUM | 139.6 M (2026-02-03) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 610-825-3848 |
| Address | 490 Norristown Road Blue Bell, PA 19422 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 1.6 |
| (b) Individuals (high net worth individuals) | 18 | 138.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 91 | 139.6 |
| By Discretionary | ||
| Discretionary | 68 | 126.7 |
| Non-Discretionary | 23 | 12.9 |
| Total | 91 | 139.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 139.6 | |
| Total | 91 | 139.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Jemma Investment Advisors LLC
✚
|
MD | 139.8 M |
|
Legacy PCG LLC
✚
|
CA | 139.8 M |
|
Imperity Wealth Alliance LLC
✚
|
NY | 139.7 M |
|
Ross Wealth Advisors LLC
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|
OH | 139.7 M |
|
Monetary Solutions Ltd
✚
|
OH | 139.7 M |
|
Contrary Legacy LLC
✚
|
139.7 M | |
|
Boyd Financial Strategies Inc
✚
|
MA | 139.6 M |
|
Sikorski Wealth Management LLC
✚
|
CA | 139.6 M |
|
Clarity Retirement & Wealth LLC
✚
|
MA | 139.5 M |
|
Alteris Capital Partners LLC
✚
|
TX | 139.5 M |