Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$70,072,745
Clients
33
Advisors
1
of 2 employees
About
Pomona Wealth Management provides fee‑only investment advisory services and financial planning, offering discretionary and non‑discretionary portfolio management for individual clients as well as retirement plan consulting. The firm serves a small client base that includes both high‑net‑worth and non‑HNW individuals, business entities, and other registered investment advisers.
Pomona emphasizes continuous account supervision and tailors asset allocations to clients’ goals and risk tolerances using diversified approaches (including indexed, evidence‑based, and socially responsible strategies). It implements advice through in‑house management, a third‑party sub‑advisor relationship, or its own wrap fee program, and also offers standalone planning engagements and hourly consulting.
Distinctive aspects include acting as the sponsor and portfolio manager of a wrap fee program and providing advisory services to other investment advisers — features that are uncommon for firms of this type — while using a mix of percentage‑of‑AUM, fixed planning, and hourly fee arrangements. The firm manages a relatively large amount of assets for a small number of clients, does not serve as a private fund adviser, and offers an optional Flourish Cash sweep with elevated interest-rate terms, all of which may be relevant when comparing it to peers.
Client services
Expertise
Occupation focus
Fee options
$250 per hour
Minimum fee: $5,000 annual minimum fee (negotiable) Fee-only: Fixed financial planning fee between $2,000 and $5,000, possibly exceeding $5,000 depending on complexity
Main office
8350 W Grandridge Blvd, Suite 200
Kennewick WA 99336
Advisors at this office
1
Most active in
Texas · Washington
Also doing business as
Pomona Wealth Management, LLC · Ponoma Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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