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Pomona Wealth Management, LLC

● SEC registered since 2024CRD 329171SEC# 801-129338Richland, WA
Export (members)
Reg. AUM
$165.2M
Employees
2
Accounts
85
Location
Richland, WA

Pomona Wealth Management, LLC assets under management

Pomona Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Richland, WA. The firm has been registered since 2024. It reports $165.2 million in regulatory assets under management and employs 2 people.
www.pomonawm.comView on SEC.gov ↗

Pomona Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Kevin James Floyd ControlManaging Member & Chief Compliance OfficerOver 75%2024

Frequently asked questions

How much does Pomona Wealth Management, LLC manage?

Pomona Wealth Management, LLC reports $165.2 million in regulatory assets under management on its Form ADV.

How many employees does Pomona Wealth Management, LLC have?

Pomona Wealth Management, LLC reports 2 employees.

Where is Pomona Wealth Management, LLC located?

Pomona Wealth Management, LLC is based in Richland, WA and has been SEC-registered since 2024.

Does Pomona Wealth Management, LLC disclose fund performance?

Pomona Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address644 Stewart Drive, Richland, WA 99352
Phone509-643-6028
Office hours5-Sep
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$162.5M
Non-discretionary$2.6M
Total (RAUM)$165.2M