Coombs Wealth Advisory provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Coombs Wealth Advisory reports 18 clients. They include 18 high-net-worth individuals. Of its assets, 90.7% ($127M across 68 accounts) are managed with discretion; $12.9M across 23 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | Fewer than 5 | 1% |
| High-net-worth individuals | 100% | 99% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | Fewer than 5 | $1.62M | 1.2% | — |
| High-net-worth individuals | 18 | $138M | 98.8% | $7.67M |
| Total | 18 | $140M | 100% | — |
- Clients
- Fewer than 5
- Regulatory AUM
- $1.62M
- AUM share
- 1.2%
- Avg. per client
- —
- Clients
- 18
- Regulatory AUM
- $138M
- AUM share
- 98.8%
- Avg. per client
- $7.67M
Total
- Clients
- 18
- Regulatory AUM
- $140M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Coombs Wealth Advisory charges 0.50%–0.75% for its Wealth Management Advisory. The brochure does not state whether the rate is annual. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Services
- Financial planning is a fixed fee of $1,000 to $2,500, which may be negotiable; perpetual planning is billed quarterly.
Brian Coombs owns 75% or more of Coombs Wealth Advisory. The leadership team of Coombs Wealth Advisory includes Chief Compliance Officer Brian Coombs. It has 2 employees.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Coombs Wealth Advisory, LLC
Brian Coombs
Control person · since August 2015
- Owns 5% to 10% of Coombs Wealth Advisory, LLC
Lonnie Coombs
Control person · since August 2015
Coombs Wealth Advisory’s regulatory assets went from $145M (May 2024) to $140M (February 2026); clients fell from 27 to 18 and employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Feb 2026February 2026 | $140M | 18 | 2 | 1 |
| Feb 2025February 2025 | $136M | 29 | 2 | 1 |
| May 2024May 2024 | $145M | 27 | 2 | 1 |
Besides its headquarters, Coombs Wealth Advisory has 0 offices, with 1 listed address in 1 state.
Pennsylvania · 1 listed address
- 490 Norristown Road, Suite 250, Blue BellHQ
Contact and registration details
- Legal name
- Coombs Wealth Advisory, LLC
- Headquarters
- 490 Norristown Road, Suite 250, Blue Bell, PA 19422
- Website
- Not reported
- Phone
- 610-825-3848
- SEC file
- 801-129867
- Structure
- Pennsylvania LLC
- Fiscal year end
- December
Coombs Wealth Advisory’s named custodian for separately managed accounts is Charles Schwab ($140M). Coombs Wealth Advisory does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $140M100%
At year end, Coombs Wealth Advisory’s separately managed accounts were mostly in stocks (68%) and cash (18%).
What the accounts hold
- Stocks68%
- Funds14%
- Cash18%
How many clients does Coombs Wealth Advisory have?
Coombs Wealth Advisory has 18 clients and manages $140 million for them, as of February 2026. They include 18 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 3 February 2026
What services does Coombs Wealth Advisory offer?
Coombs Wealth Advisory provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Coombs Wealth Advisory charge?
Coombs Wealth Advisory charges 0.50%–0.75% for its Wealth Management Advisory. The brochure does not state whether the rate is annual. The fee is billed in arrears and is negotiable.
Source: COOMBS WEALTH DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS, filed 3 February 2026
Which custodians does Coombs Wealth Advisory use?
Coombs Wealth Advisory’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $140M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 3 February 2026
How many financial advisors does Coombs Wealth Advisory have?
Coombs Wealth Advisory has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Coombs Wealth Advisory invest in?
At the end of its last fiscal year, Coombs Wealth Advisory’s separately managed accounts held 68% exchange-traded equities, 18% cash and equivalents and 14% registered funds (mutual funds, ETFs, BDCs).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Coombs Wealth Advisory?
Coombs Wealth Advisory’s direct owners are Brian Coombs (75% or more) and Lonnie Coombs (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 3 February 2026
How does Coombs Wealth Advisory get paid?
Coombs Wealth Advisory is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Coombs Wealth Advisory?
Coombs Wealth Advisory’s main office is at 490 Norristown Road, Suite 250, Blue Bell, PA 19422. Its phone number is 610-825-3848.