C
CRD: 281132
Coombs Wealth Advisory, LLC
Blue Bell, PA, 19422
6108253848
$139.6M Total AUM
$126.7M Disc. AUM
-- 3Y CAGR
2 Employees
18 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-09-2015
- Office Locations
- 1
Office Locations
490 Norristown Road Suite 250 Blue Bell PA
About Coombs Wealth Advisory, LLC
Coombs Wealth Advisory, LLC is a Blue Bell-based RIA. The firm has been operating for 10 years. Managing $139.6M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Vanguard. Services offered include Charitable Giving, Financial Planning, Investment Planning.
Team overview
-- AVG AGE
$69.8M AVG AUM / ADVISOR
$7.8M AVG AUM / CLIENT
10.8 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Radial North value
Client Personas
Eagle zenith
Investment Themes
Momentum foundation
Investment Vehicles
Element
Services
Optima Horizon Fusion Capital Zenith
Owner & Executives
B
BRIAN C. COOMBS
Chief Compliance Officer, Managing Partner
- CRD
- #5687480
- Ownership
- 75% or more
(277) 457-6072
value.oak@timbercapital.com
in linkedin.com/in/summit-element
L
LONNIE A. COOMBS
Director, Managing Partner
- CRD
- #6543572
- Ownership
- 5% but less than 10%
(731) 572-7208
radial.radial@primecapital.com
in linkedin.com/in/catalyst-radial
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $126,717,443 | $1,863,492 |
| Non-Discretionary | $12,928,696 | $562,117 |
| Total | $139,646,139 | $1,534,573 |
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Separately Managed Accounts
Total SMA Asset: $139,646,139
Equity - Exchange:
15.1% Cash:
33.2% Public Funds:
51.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $256,640,968 | 15.1% |
| Cash | $564,270,208 | 33.2% |
| Public Funds | $878,697,885 | 51.7% |
| Total | $1,699,609,061 | 100.0% |