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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Washington
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 6, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FLOYD, KEVIN, JAMES | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| FLOYD, KEVIN, JAMES | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| FLOYD, KEVIN, JAMES | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| FLOYD, KEVIN, JAMES | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| FLOYD, KEVIN, JAMES | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| FLOYD, KEVIN, JAMES | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| FLOYD, KEVIN, JAMES | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| FLOYD, KEVIN, JAMES | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Jul 6, 2025 REGISTERED
Notice Filings (2)
TX WA
Address
644 STEWART DRIVERICHLAND, WA 99352
United States
Phone: 509-643-6028