COOMBS WEALTH ADVISORY, LLC of BLUE BELL, PA is an SEC-registered investment adviser (CRD 281132). Regulatory assets under management: $139.6M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Brian C Coombs | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | — |
| Lonnie A Coombs | MANAGING PARTNER | — |
| COOMBS BRIAN C | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | — |
| COOMBS LONNIE A | MANAGING PARTNER | — |
| Brian C. Coombs | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | — |
| Lonnie A. Coombs | MANAGING PARTNER | — |