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COOMBS WEALTH ADVISORY, LLC

BLUE BELL, PA · CRD 281132 · IAPD ↗ · (610) 825-3848

$139.6MRegulatory AUM
2Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
May 2024 — COOMBS WEALTH ADVISORY, LLC (BLUE BELL, PA) is newly SEC-registered with $145.3M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.