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Managing Partner · Coombs Wealth Advisory, LLC

Lonnie A. Coombs

CRD 6543572 · Named on Form ADV at one SEC-registered adviser

At a glance

Coombs Wealth Advisory, LLC, an SEC-registered wealth manager based in Blue Bell, PA with $140 million in regulatory assets, lists Lonnie A. Coombs on its Form ADV as Managing Partner, a control person.

Firms and roles

AtlasMembers

Lonnie’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Brian C. CoombsManaging Partner and Chief Compliance Officer, Coombs Wealth Advisory, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lonnie’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.