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| POM Investment Strategies LLC
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|---|---|
| CRD # | 317067 |
| SEC # | 801-122681 |
| CIK # | 0001906322 |
| AUM | 283.3 M (2026-04-15) |
| Employees | 18 (39% Investors, 0% Brokers) |
| Phone | 919-787-8866 |
| Address | 4101 Lake Boone Trail Raleigh, NC 27607 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001906322 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 1.7 | ||
| J P Morgan Chase & Co | 1.2 | ||
| Tesla Motors Inc | 0.7 | ||
| International Business Machines Corp | 0.5 | ||
| Nvidia Corp | 0.4 | ||
| Chevron Corp | 0.4 | ||
| Verizon Communications Inc | 0.4 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 174 | 104.6 |
| (b) Individuals (high net worth individuals) | 150 | 175.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 3.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 877 | 283.3 |
| By Discretionary | ||
| Discretionary | 877 | 283.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 877 | 283.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 283.3 | |
| Total | 877 | 283.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001906322] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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|---|---|---|
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