Overview
Assets Under Management: $136 million
Headquarters: BLUE BELL, PA
High-Net-Worth Clients: 21
Average Client Assets: $6 million
Frequently Asked Questions
COOMBS WEALTH ADVISORY, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #281132), COOMBS WEALTH ADVISORY, LLC is subject to fiduciary duty under federal law.
COOMBS WEALTH ADVISORY, LLC is headquartered in BLUE BELL, PA.
COOMBS WEALTH ADVISORY, LLC serves 21 high-net-worth clients according to their SEC filing dated February 21, 2025. View client details ↓
According to their SEC Form ADV, COOMBS WEALTH ADVISORY, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
COOMBS WEALTH ADVISORY, LLC manages $136 million in client assets according to their SEC filing dated February 21, 2025.
According to their SEC Form ADV, COOMBS WEALTH ADVISORY, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 21
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.20
Average High-Net-Worth Client Assets: $6 million
Total Client Accounts: 82
Discretionary Accounts: 60
Non-Discretionary Accounts: 22
Regulatory Filings
CRD Number: 281132
Last Filing Date: 2025-02-21 00:00:00
Website: https://coombscpa.com