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| Keyboard |
| Pomona Wealth Management LLC
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|
|---|---|
| CRD # | 329171 |
| SEC # | 801-129338 |
| CIK # | |
| AUM | 289.8 M (2026-03-31) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 509-643-6028 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 16 | 6.6 |
| (b) Individuals (high net worth individuals) | 17 | 63.5 |
| (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 | 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 | 4 | 0.5 |
| (n) Other | 4 | 219.2 |
| Total | 658 | 289.8 |
| By Discretionary | ||
| Discretionary | 653 | 288.9 |
| Non-Discretionary | 5 | 0.9 |
| Total | 658 | 289.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 289.8 | |
| Total | 658 | 289.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
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|---|---|---|
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IL | 291.5 M |
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|
Orser Capital Management LLC
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TX | 289.8 M |
|
Hiley Hunt Wealth Management Inc
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|
Grant Koehler & Levin Ltd
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|
289.4 M | |
|
Guardian Wealth Management Inc
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IL | 289.1 M |
|
Greenhouse Wealth Management LLC
✚
|
CT | 288.6 M |
|
Philip Vongontard CFA LLC
✚
|
MO | 288.5 M |