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POMONA WEALTH MANAGEMENT, LLC
CRD 329171File 801-129338
APPROVED
Retail clients
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$289.8M
Below cohort median (national)
Discretionary AUM
$288.9M
Non-discretionary $876K
Clients
37
658 accounts
Employees
2
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jan 11, 2024
- Principal office
- Not reported
- Phone
- 509-643-6028
- Website
- https://www.pomonawm.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $289.8M
- Discretionary AUM
- $288.9M
- Non-discretionary AUM
- $876K
- Discretionary accounts
- 653
- Non-discretionary accounts
- 5
- Total accounts
- 658
- AUM per client
- $7.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 4 | $508K |
| High net worth individuals | 17 | $63.5M |
| Individuals (other than high net worth individuals) | 16 | $6.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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
- No
- 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 |
|---|---|---|---|
| Aug 17, 2026 | Clients | 41 | 37 |
| Aug 12, 2026 | Registration | — | APPROVED |
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.