POMONA WEALTH MANAGEMENT, LLC
CRD #329171 SEC #801-129338 RICHLAND, WA 509-643-6028
SEC Registered
Total AUM
$165.2M
Discretionary
$162.5M
Employees
2
Clients
0
Accounts
85
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $165.2M | $162.5M | $2.6M | 2 | 0 |
| Mar 2025 | $165.2M | $162.5M | $2.6M | 2 | 0 |
| Sep 2024 | $105.4M | $105.4M | $0 | 1 | 0 |
| Aug 2024 | $105.4M | $105.4M | $0 | 1 | 0 |
| Jun 2024 | $105.4M | $105.4M | $0 | 1 | 0 |
| Apr 2024 | $105.4M | $105.4M | $0 | 1 | 0 |
| Dec 2023 | $0 | $0 | $0 | 1 | 0 |
| Dec 2023 | $0 | $0 | $0 | 1 | 0 |
DateJul 2025
Total AUM$165.2M
Discretionary$162.5M
Non-Disc.$2.6M
Employees2
Clients0
DateMar 2025
Total AUM$165.2M
Discretionary$162.5M
Non-Disc.$2.6M
Employees2
Clients0
DateSep 2024
Total AUM$105.4M
Discretionary$105.4M
Non-Disc.$0
Employees1
Clients0
DateAug 2024
Total AUM$105.4M
Discretionary$105.4M
Non-Disc.$0
Employees1
Clients0
DateJun 2024
Total AUM$105.4M
Discretionary$105.4M
Non-Disc.$0
Employees1
Clients0
DateApr 2024
Total AUM$105.4M
Discretionary$105.4M
Non-Disc.$0
Employees1
Clients0
DateDec 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateDec 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0