COOMBS WEALTH ADVISORY, LLC

Overview

Coombs Wealth Advisory, LLC is an independent RIA formed as an LLC and registered with the SEC in 2024. The firm serves individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Management operates as a capital allocator, with a clear preference toward equity exposure and an advisory model that blends discretionary portfolio management with some non-discretionary mandates. Investment activity centers on liquid, exchange-traded equity exposure supplemented by third‑party alternative allocations. The firm does not position itself as an ESG-driven investor and is not configured as a multi-state adviser or pension consultant. It maintains an industry affiliation with accountants, and fee arrangements include both a percentage-of-AUM component and fixed-fee engagements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices