SourcingSourcing

COOMBS WEALTH ADVISORY, LLC

B59
CRD 281132·SEC 801-129867·BLUE BELL, PA
AUM
$139.6M
$100M-$500M
Est. Revenue
$1.4M
@ 1% on AUM
Est. EBITDA
$419K
@ 30% margin
Est. Deal Value
$3.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
COOMBS WEALTH ADVISORY, LLC
CRD
281132
SEC file #
801-129867
EIN
—
DBA names
—

Economics

AUM
$139.6M
AUM band
$100M-$500M
AUM trajectory
'25'26
$135.8M → $139.6M▲ +3%
Client mix
Individuals High Net Worth18

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
BLUE BELL PA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
02/03/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
COOMBS, BRIAN, C.
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
COOMBS, BRIAN, C.
COOMBS, LONNIE, A.
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
5687480
Trust Company Affiliate
No

People (2)

2
COOMBS, BRIAN, C.
IAR · Direct Owner · 87.5%
5687480
COOMBS, LONNIE, A.
IAR · Direct Owner · 7.5%
6543572