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| Happy Holidays!! thanks for using AUM13F!! |
| Pomona Wealth Management LLC
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|---|---|
| CRD # | 329171 |
| SEC # | 801-129338 |
| CIK # | |
| AUM | $165.2 M (2025-07-06) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 509-643-6028 |
| Address | 644 Stewart Drive Richland, WA 99352 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 7 | 1.7 |
| (b) Individuals (high net worth individuals) | 12 | 14.2 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 149.3 |
| (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 | 85 | 165.2 |
| By Discretionary | ||
| Discretionary | 70 | 162.5 |
| Non-Discretionary | 15 | 2.6 |
| Total | 85 | 165.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 165.2 | |
| Total | 85 | 165.2 |
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|---|---|---|
|
Sage Hill Capital LLC
✚
|
MI | 0.2 |
|
Crawford Gregory Jason
✚
|
CA | 0.2 |
|
Balanz Advisors LLC
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FL | 0.2 |
|
Maxele Advisors LLC
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|
MO | 0.2 |
|
Constant Guidance Financial LLC
✚
|
MA | 0.2 |
|
Aviator Financial Consulting LLC
✚
|
TX | 0.2 |
|
SK Advisor Network LLC
✚
|
TX | 0.2 |
|
Lifetime Wealth Management LLC
✚
|
0.2 | |
|
Innis Investments LLC
✚
|
0.2 | |
|
T2 Asset Management LLC
✚
|
IL | 0.2 |