# COOMBS WEALTH ADVISORY, LLC

COOMBS WEALTH ADVISORY, LLC of BLUE BELL, PA is an SEC-registered investment adviser.

## Registration

- CRD: 281132
- Type: SEC-registered investment adviser
- SEC file number: 801-129867
- Location: 490 NORRISTOWN ROAD, SUITE 250, BLUE BELL, PA, 19422
- Phone: (610) 825-3848
- Latest filing: 2026-02-03
- Regulatory AUM: $139.6M
- Discretionary AUM: $126.7M
- Non-discretionary AUM: $12.9M
- Clients: 2
- Accounts: 91

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| [Brian C Coombs](https://search.stillhousedata.com/person/724767) | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | — |
| [Lonnie A Coombs](https://search.stillhousedata.com/person/724768) | MANAGING PARTNER | — |
| [COOMBS BRIAN C](https://search.stillhousedata.com/person/877185) | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | — |
| [COOMBS LONNIE A](https://search.stillhousedata.com/person/877186) | MANAGING PARTNER | — |
| [Brian C. Coombs](https://search.stillhousedata.com/person/959546) | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | — |
| [Lonnie A. Coombs](https://search.stillhousedata.com/person/959547) | MANAGING PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/281132/brochure
- Similar advisers: https://search.stillhousedata.com/firm/281132/similar
- Related entities: https://search.stillhousedata.com/firm/281132/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/281132

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.