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Building 2POMONA WEALTH MANAGEMENT, LLC

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Phone509-643-6028
NotebookSEC #801-129338
Total AUM
$289.8M
Employees
2
Clients
41

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9-5
Monday - Friday
Phone
509-643-6028
Other Offices
1

ReceiptFinancials

Total AUM
$289.8M
Accounts
658
Discretionary
$288.9M
Accounts
653
Non-Discretionary
$875.8K
Accounts
5

ContactClients

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Individual Clients
16
AUM
$6.6M
HNW Individual Clients
17
AUM
$63.5M
Corporation or Business Clients
4
AUM
$508.5K
Other Clients
4
AUM
$219.2M
Description of Other Clients
SKAN MONEY MANAGER

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TXWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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