Overview
Assets Under Management: $290 million
High-Net-Worth Clients: 17
Average Client Assets: $3.7 million
Frequently Asked Questions
POMONA WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #329171), POMONA WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
POMONA WEALTH MANAGEMENT, LLC serves 17 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, POMONA WEALTH MANAGEMENT, LLC offers financial planning and portfolio management for individuals. View all service details ↓
POMONA WEALTH MANAGEMENT, LLC manages $290 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, POMONA WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 17
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 21.92%
Average Client Assets: $3.7 million
Total Client Accounts: 658
Discretionary Accounts: 653
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 329171
Filing ID: 2083039
Last Filing Date: 2026-03-31 10:30:07