Data / Investment advisers / Pennsylvania / Coombs Wealth Advisory, LLC
Coombs Wealth Advisory, LLC, Blue Bell, PA: $140 million AUM, SEC registered investment adviser
Coombs Wealth Advisory, LLC is an SEC registered investment adviser with its main office in Blue Bell, Pennsylvania and reports $140 million in regulatory assets under management in its Form ADV filed February 3, 2026. Its clients include high net worth individuals and individuals. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 281132
- SEC file number
- 801-129867
- SEC status
- Approved, effective April 9, 2024
- Main office
- 490 Norristown Road Suite 250, Blue Bell, PA 19422
- Phone
- (610) 825-3848
- Regulatory AUM
- $139,646,139 in the Form ADV filed February 3, 2026
- Discretionary AUM
- $126,717,443
- Non discretionary AUM
- $12,928,696
- Accounts
- 91
- Employees
- 2, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- February 3, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 18 | $138 million |
| Individuals (other than high net worth individuals) | Fewer than 5 | $1.6 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $139.6 million | February 3, 2026 |
| December 1, 2025 | $135.8 million | February 21, 2025 |
Other advisers in Blue Bell
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Amplius Wealth Advisors | Blue Bell | $1.74 billion | Not listed | adviserinfo.sec.gov |
| Blue Bell Private Wealth Management, LLC | Blue Bell | $1.12 billion | Not listed | adviserinfo.sec.gov |
| Northstar Asset Management Company, LLC | Blue Bell | $659.8 million | Not listed | adviserinfo.sec.gov |
| Borer Denton & Associates, Inc. | Blue Bell | $403 million | Not listed | adviserinfo.sec.gov |
| Amplius Asset Management, LLC | Blue Bell | $247.3 million | Not listed | adviserinfo.sec.gov |
| IM Wealth Partners | Blue Bell | $123.9 million | Not listed | adviserinfo.sec.gov |
| Persimmon Capital Management | Blue Bell | $50.1 million | Not listed | adviserinfo.sec.gov |
| Capital Solutions | Blue Bell | Not listed | 16 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Blue Bell, PA
- Investment advisers in Pennsylvania
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Coombs Wealth Advisory, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.