POMONA WEALTH MANAGEMENT, LLC
· CRD 329171
SEC-registered investment adviser since 2024 · limited liability company. It files no 13F, so there are no holdings to show.
- Assets managed$289.8m
- Main clients (by assets)High net worth individuals 22%, Individuals 2%
- Websitepomonawm.com
- Form ADV · 2026-03-31SEC adviser record
- Others nearbyKennewick, WA
As an employer
- Staff (Form ADV)2 · 2 in investment roles
- Offices in1 country