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POMONA WEALTH MANAGEMENT, LLC
CRD 329171 · SEC 801-129338
WA, United States
Phone
509-643-6028
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$289.8M
Discretionary AUM
$288.9M
Team
2 total employees; 2 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 16 | $6.6M |
| High net worth individuals | 17 | $63.5M |
| Corporations/business entities | 4 | $508K |
States served
WA, TX
All web addresses on file
Official SEC filing: View on IAPD