Lonnie A. Coombs

COOMBS WEALTH ADVISORY

Blue Bell, PA 19422

Some features on this profile are disabled

CRD#: 6543572

Professional summary

Lonnie A. Coombs is a registered financial advisor currently at COOMBS WEALTH ADVISORY, LLC located in Blue Bell, Pennsylvania.

Lonnie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Lonnie has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

OWNER/CPA, LONNIE A. COOMBS, CPA, TAX AND ACCOUNTING FIRM, SAME BUSINESS ADDRESS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lonnie A. Coombs's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 9, 2015 - Present

COOMBS WEALTH ADVISORY, LLC

Office #1: 490 Norristown Road Suite 250, Blue Bell, PA 19422

RIA

CRD#: 281132

Blue Bell, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

COOMBS WEALTH ADVISORY, LLC

CRD#: 281132 / SEC#: 801-129867

RIA

Registered Investment Advisory firm - (4/9/2024 Approved)

New Jersey

Registered Investment Advisory firm - (5/6/2024 Terminated)

Pennsylvania

Registered Investment Advisory firm - (5/8/2024 Terminated)

Texas

Registered Investment Advisory firm - (5/6/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(9/9/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

COOMBS WEALTH ADVISORY, LLC

CRD#: 281132 / SEC#: 801-129867

RIA

Registered Investment Advisory firm - (4/9/2024 Approved)

New Jersey

Registered Investment Advisory firm - (5/6/2024 Terminated)

Pennsylvania

Registered Investment Advisory firm - (5/8/2024 Terminated)

Texas

Registered Investment Advisory firm - (5/6/2024 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

490 Norristown Road Suite 250, Blue Bell, PA 19422

Mailing Address

Phone number

(610) 825-3848

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

COOMBS WEALTH DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (2/21/2025)

Regulatory assets under management

Total Number of Accounts	82
AUM (Assets Under Management)	$ 135,830,501

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Paul Mullen

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

IAR

Horsham, PA

Boris Niko

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Feasterville, PA

Dustin Willing

KESTRA ADVISORY SERVICES, LLC

IAR

Wayne, PA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Lonnie A. Coombs

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lonnie A. Coombs's CRS (Customer Relationship Summary).

Certified licenses

Experience

COOMBS WEALTH ADVISORY, LLC

Primary Firm SEC Registration

COOMBS WEALTH ADVISORY, LLC

State Registrations and Notice Filings

Exams

Current Firm

COOMBS WEALTH ADVISORY, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

COOMBS WEALTH ADVISORY, LLC

TRUST BUT VERIFY

Similar Advisors