POMONA WEALTH MANAGEMENT, LLC

RICHLAND, Washington·1 registered advisor·CRD# 329171
SEC# 801-1293380509-643-6028
01

Firm Overview

AUM
$105M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at POMONA WEALTH MANAGEMENT, LLC

1 registered advisor
Kevin James Floyd
RICHLAND, Washington
05

Office Locations

RICHLAND, Washington
1 advisor

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Data sourced from SEC Form ADV filings. POMONA WEALTH MANAGEMENT, LLC (CRD# 329171) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.