BLUE BELL, PACRD 281132Latest ADV February 3, 2026
Coombs Wealth Advisory, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Blue Bell, PA. Its latest Form ADV filing, dated February 3, 2026, reports $140M in regulatory assets under management, 2 employees, and 91 accounts.
Assets Under Management
$140M
Employees
2
Offices
--
Total Clients
18
Primary office
BLUE BELL, PA
490 NORRISTOWN ROAD, SUITE 250, BLUE BELL, PA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
18
Categories with <5 clients
Individuals (other than high net worth individuals)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$140Mas of February 3, 2026
Discretionary90.7%
$127M
91% of total RAUM90.7%
Non-discretionary9.3%
$13M
9% of total RAUM9.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$140M
Total Accounts91
10Y AUM Change$-6M (-3.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee9:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.