# Coombs Wealth Advisory, LLC

> Coombs Wealth Advisory, LLC is an SEC-registered investment advisory firm in Blue Bell, PA, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 3, 2026.

- CRD: 281132
- Filed as: COOMBS WEALTH ADVISORY, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Blue Bell, PA
- Filing period: October 2026
- Form ADV filing dated: February 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/281132
- AdvisorCensus page: https://advisorcensus.com/firm/coombs-wealth-advisory-llc-blue-bell-pa-281132

## Quick answers

**How is Coombs Wealth Advisory, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Coombs Wealth Advisory, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Coombs Wealth Advisory, LLC charge?**
Its Form ADV Part 2A brochure dated February 3, 2026 states: Asset-based fee: 0.5% to 0.75% a year (a range, as the brochure states it); Flat fee: $1,000 to $2,500 (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Coombs Wealth Advisory, LLC located?**
Coombs Wealth Advisory, LLC's principal office is in Blue Bell, PA, according to its Form ADV.

**Is Coombs Wealth Advisory, LLC registered with the SEC or a state?**
Coombs Wealth Advisory, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 281132.

**How much does Coombs Wealth Advisory, LLC manage?**
Coombs Wealth Advisory, LLC reports $139,646,139 in regulatory assets under management in its Form ADV filing dated February 3, 2026 (91% discretionary).

**How have Coombs Wealth Advisory, LLC's assets and staff changed since 2024?**
In the Form ADV data for Coombs Wealth Advisory, LLC: Regulatory assets under management: $145,253,997 in the October 2024 data and $139,646,139 in the October 2026 data, down 4%. Total employees: 2 in October 2024 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Coombs Wealth Advisory, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (18).

**Which custodians does Coombs Wealth Advisory, LLC use?**
Coombs Wealth Advisory, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Coombs Wealth Advisory, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/281132

**Does Coombs Wealth Advisory, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 3, 2026 says: "Coombs Wealth generally does not impose a minimum account size for establishing a relationship."

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 3, 2026)

- Asset-based fee: 0.5% to 0.75% a year (a range, as the brochure states it)

> Wealth management fees range from 0.50% to 0.75%, depending on the size, complexity and overall relationship with the Client.

- Account minimum: None

> Coombs Wealth generally does not impose a minimum account size for establishing a relationship.

- Flat fee: $1,000 to $2,500 (financial planning services)

> Coombs Wealth offers financial planning services for a fixed fee ranging from $1,000 to $2,500. Fees may be negotiable based on the on the nature and complexity of the services to be provided

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $139,646,139
- Discretionary: $126,717,443
- Non-discretionary: $12,928,696

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $1,615,382 |
| High net worth individuals | 18 | $138,030,757 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $145,253,997 | 2 | May 7, 2024 |
| October 2025 | $135,830,501 | 2 | February 21, 2025 |
| October 2026 | $139,646,139 | 2 | February 3, 2026 |

Regulatory assets under management: $145,253,997 in the October 2024 data and $139,646,139 in the October 2026 data, down 4%.
Total employees: 2 in October 2024 and 2 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Coombs Wealth Advisory, LLC (CRD 281132): Form ADV filing data as of October 2026.