COOMBS WEALTH ADVISORY, LLC
SEC Form ADV profile.
Total regulatory AUM
$139,646,139
Discretionary
$126,717,443
Non-discretionary
$12,928,696
Firm details
- CRD number
- 281132
- SEC file number
- 801-129867
- Main office
- BLUE BELL, PA, United States
- Employees
- 2
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.