Pomona Wealth Management, LLC
Pomona Wealth Management, LLC is an SEC-registered wealth manager in Richland, WA with $289.8M assets under management (AUM, regulatory AUM), +75% over one year. See who owns Pomona Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 329171, SEC 801-129338, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $289.8M (2026-03-31)
- Firm type
- Wealth Manager
- Location
- Richland, WA
- Employees
- 2
- Clients
- 41
- CRD
- 329171
- Ownership
- FLOYD, KEVIN, JAMES
How much AUM does Pomona Wealth Management, LLC have?
Pomona Wealth Management, LLC reported $289.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Pomona Wealth Management, LLC?
Disclosed owners and executives of Pomona Wealth Management, LLC include FLOYD, KEVIN, JAMES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.