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INVESTED ADVISORS
Legal name: KRISTEN E. COOMBS LLC
CRD 311243File 801-119770
APPROVED
Retail clients
Custody
Filing as of May 13, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$268.3M
Below cohort median (national)
Discretionary AUM
$240.4M
Non-discretionary $27.9M
Clients
283
639 accounts
Employees
5
Below cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Nov 12, 2020
- Principal office
- 366 WALKER DRIVE, SUITE 370, STATE COLLEGE, PA, 16801
- Phone
- 814-235-2703
- Website
- http://www.weareinvested.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $268.3M
- Discretionary AUM
- $240.4M
- Non-discretionary AUM
- $27.9M
- Discretionary accounts
- 626
- Non-discretionary accounts
- 13
- Total accounts
- 639
- AUM per client
- $948K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 2 | $1.9M |
| High net worth individuals | 62 | $175.9M |
| Pension and profit sharing plans | 15 | $44.5M |
| Individuals (other than high net worth individuals) | 204 | $46.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 277 | 283 | increased by6 |
| Mar 1, 2026 | AUM | $226,182,547 | $268,278,361 | increased by$42,095,814 |
| Mar 1, 2026 | Accounts | 606 | 639 | increased by33 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 181 | 277 | increased by96 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $194,576,201 | $226,182,547 | increased by$31,606,346 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 434 | 606 | increased by172 |
| Apr 1, 2022 | Clients | 171 | 181 | increased by10 |
| Apr 1, 2022 | AUM | $155,877,987 | $194,576,201 | increased by$38,698,214 |
| Apr 1, 2022 | Accounts | 400 | 434 | increased by34 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “INVESTED ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“INVESTED ADVISORS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.