Lonnie Coombs has been Managing Partner of Coombs Wealth Advisory since August 2015, is a control person of the firm and directly owns between 5% and 10% of it.
Coombs Wealth Advisory, LLC is a Blue Bell, PA firm with $140M under management, 18 clients and 2 advisers in one office, as of its February 2026 filing.
- Coombs Wealth Advisory, LLCCurrent– present · 11 yearsBlue Bell, PA · Adviser representative · Firm CRD 281132
Investment adviser representative registrations
Lonnie Coombs is registered as an investment adviser representative in Pennsylvania, since September 2015.
- PennsylvaniaSince 9 September 2015
Examinations
No examinations are on Lonnie Coombs’s record.
- Full name
- Lonnie A. Coombs
- CRD
- 6543572
- Firm
- Coombs Wealth Advisory · CRD 281132
- Role
- Managing Partner
- Office
- 490 NORRISTOWN ROAD, SUITE 250, Blue Bell, PA 19422
- Registration
- Investment adviser registration
- In the industry since
- September 2015
- Disciplinary history
- Not yet shown here · SEC record
Where does Lonnie Coombs work?
Lonnie Coombs has been Managing Partner of Coombs Wealth Advisory, LLC since August 2015, and is a control person of the firm.
Is Lonnie Coombs a financial advisor?
Yes. Lonnie Coombs has a current investment-adviser registration in Pennsylvania, through Coombs Wealth Advisory since September 2015.
How many years of experience does Lonnie Coombs have?
Lonnie Coombs has 11 years in the financial industry, since September 2015, across 1 adviser firm.
Where is Lonnie Coombs based?
Lonnie Coombs’ registered office is in Blue Bell, PA.
Is Lonnie Coombs registered with FINRA?
No. Lonnie Coombs has no current broker registration.
How can I verify Lonnie Coombs’ record?
Search CRD 6543572 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Lonnie Coombs’ full registration record.