Active
POMONA WEALTH MANAGEMENT, LLC
Investment Advice|RICHLAND, WA
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$165.2M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 162.5M |
| Non-Discretionary | 2.6M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 329171 |
| SEC Number | 801-129338 |
| Street Address | 644 STEWART DRIVE |
| Location | RICHLAND, WA 99352 |
| Country | United States |
| Phone | 509-643-6028 |
| Total Employees | 2 |
Client Count by Type (20 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 12 |
| Individuals (other than H… | 7 |
| Other Investment Advisers | 1 |
Community Partners
CITY OF BENTON CITY
CITY OF EPHRATA
CITY OF KENNEWICK
CITY OF PROSSER
CITY OF RICHLAND
CITY OF WEST RICHLAND
COUNTY OF GRANT
CITY OF BENTON CITY
CITY OF EPHRATA
CITY OF KENNEWICK
CITY OF PROSSER
CITY OF RICHLAND
CITY OF WEST RICHLAND
COUNTY OF GRANT
CITY OF BENTON CITY
CITY OF EPHRATA
CITY OF KENNEWICK
CITY OF PROSSER
CITY OF RICHLAND
CITY OF WEST RICHLAND
COUNTY OF GRANT
Municipal Government
7 Active
7
Organizations
BADGER MOUNTAIN IRRIGATION DISTRICT
BEN FRANKLIN TRANSIT
BENTON CLEAN AIR AUTHORITY
BENTON CONSERVATION DISTRICT
BENTON COUNTY DIKING DISTRICT 1
BENTON COUNTY DRAINAGE DISTRICT 9
BENTON COUNTY DRAINAGE DISTRICT 9A
BENTON COUNTY FIRE DISTRICT
BENTON COUNTY FIRE PROTECTION DISTRICT 1
BENTON COUNTY FIRE PROTECTION DISTRICT 2
BENTON COUNTY FIRE PROTECTION DISTRICT 4
BENTON COUNTY FIRE PROTECTION DISTRICT 5
BENTON COUNTY FIRE PROTECTION DISTRICT 6
BENTON COUNTY IRRIGATION DISTRICT
BENTON COUNTY MOSQUITO CONTROL DISTRICT
BENTON COUNTY PUBLIC FACILITIES DISTRICT
BENTON COUNTY PUBLIC UTILITY DISTRICT 1
BENTON COUNTY WELL WATER DISTRICT
BENTON-FRANKLIN COUNCIL OF GOVERNMENTS
BENTON FRANKLIN HEALTH DISTRICT
BADGER MOUNTAIN IRRIGATION DISTRICT
BEN FRANKLIN TRANSIT
BENTON CLEAN AIR AUTHORITY
BENTON CONSERVATION DISTRICT
BENTON COUNTY DIKING DISTRICT 1
BENTON COUNTY DRAINAGE DISTRICT 9
BENTON COUNTY DRAINAGE DISTRICT 9A
BENTON COUNTY FIRE DISTRICT
BENTON COUNTY FIRE PROTECTION DISTRICT 1
BENTON COUNTY FIRE PROTECTION DISTRICT 2
BENTON COUNTY FIRE PROTECTION DISTRICT 4
BENTON COUNTY FIRE PROTECTION DISTRICT 5
BENTON COUNTY FIRE PROTECTION DISTRICT 6
BENTON COUNTY IRRIGATION DISTRICT
BENTON COUNTY MOSQUITO CONTROL DISTRICT
BENTON COUNTY PUBLIC FACILITIES DISTRICT
BENTON COUNTY PUBLIC UTILITY DISTRICT 1
BENTON COUNTY WELL WATER DISTRICT
BENTON-FRANKLIN COUNCIL OF GOVERNMENTS
BENTON FRANKLIN HEALTH DISTRICT
BADGER MOUNTAIN IRRIGATION DISTRICT
BEN FRANKLIN TRANSIT
BENTON CLEAN AIR AUTHORITY
BENTON CONSERVATION DISTRICT
BENTON COUNTY DIKING DISTRICT 1
BENTON COUNTY DRAINAGE DISTRICT 9
BENTON COUNTY DRAINAGE DISTRICT 9A
BENTON COUNTY FIRE DISTRICT
BENTON COUNTY FIRE PROTECTION DISTRICT 1
BENTON COUNTY FIRE PROTECTION DISTRICT 2
BENTON COUNTY FIRE PROTECTION DISTRICT 4
BENTON COUNTY FIRE PROTECTION DISTRICT 5
BENTON COUNTY FIRE PROTECTION DISTRICT 6
BENTON COUNTY IRRIGATION DISTRICT
BENTON COUNTY MOSQUITO CONTROL DISTRICT
BENTON COUNTY PUBLIC FACILITIES DISTRICT
BENTON COUNTY PUBLIC UTILITY DISTRICT 1
BENTON COUNTY WELL WATER DISTRICT
BENTON-FRANKLIN COUNCIL OF GOVERNMENTS
BENTON FRANKLIN HEALTH DISTRICT
Special District
45 Active
45
Organizations
FINLEY SCHOOL DISTRICT 53
KENNEWICK SCHOOL DISTRICT 17
KIONA BENTON SCHOOL DISTRICT 52
PATERSON SCHOOL DISTRICT 50
PROSSER SCHOOL DISTRICT 116
RICHLAND SCHOOL DISTRICT 400
FINLEY SCHOOL DISTRICT 53
KENNEWICK SCHOOL DISTRICT 17
KIONA BENTON SCHOOL DISTRICT 52
PATERSON SCHOOL DISTRICT 50
PROSSER SCHOOL DISTRICT 116
RICHLAND SCHOOL DISTRICT 400
FINLEY SCHOOL DISTRICT 53
KENNEWICK SCHOOL DISTRICT 17
KIONA BENTON SCHOOL DISTRICT 52
PATERSON SCHOOL DISTRICT 50
PROSSER SCHOOL DISTRICT 116
RICHLAND SCHOOL DISTRICT 400
School District
6 Active
6
Organizations
1208 FOUNDATION
331150 TRI-CITIES
3 RIVERS BICYCLE COALITION
3 Rivers Community Foundation
3 RIVERS CORVETTE CLUB
4-H CLUB & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATION
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
1208 FOUNDATION
331150 TRI-CITIES
3 RIVERS BICYCLE COALITION
3 Rivers Community Foundation
3 RIVERS CORVETTE CLUB
4-H CLUB & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATION
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
1208 FOUNDATION
331150 TRI-CITIES
3 RIVERS BICYCLE COALITION
3 Rivers Community Foundation
3 RIVERS CORVETTE CLUB
4-H CLUB & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATION
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization
1080 Active
1080
Organizations
Community Partners108 organizations
COUNTY OF GRANT
Municipal Government·EPHRATA
BADGER MOUNTAIN IRRIGATION DISTRICT
Special District·KENNEWICK
BEN FRANKLIN TRANSIT
Special District·RICHLAND
BENTON CONSERVATION DISTRICT
Special District·KENNEWICK
BENTON COUNTY DIKING DISTRICT 1
Special District·WEST RICHLAND
BENTON COUNTY DRAINAGE DISTRICT 9
Special District·PROSSER
BENTON COUNTY DRAINAGE DISTRICT 9A
Special District·PROSSER
BENTON COUNTY FIRE DISTRICT
Special District·KENNEWICK
BENTON COUNTY FIRE PROTECTION DISTRICT 2
Special District·BENTON CITY
BENTON COUNTY FIRE PROTECTION DISTRICT 5
Special District·PROSSER
BENTON COUNTY FIRE PROTECTION DISTRICT 6
Special District·PATERSON
BENTON COUNTY PUBLIC FACILITIES DISTRICT
Special District·RICHLAND
BENTON COUNTY WELL WATER DISTRICT
Special District·PROSSER
BENTON-FRANKLIN COUNCIL OF GOVERNMENTS
Special District·RICHLAND
BENTON FRANKLIN HEALTH DISTRICT
Special District·KENNEWICK
BI-PIN BI-COUNTY POLICE INFORMATION NETWORK
Special District·KENNEWICK
CENTRAL WA PUBLIC UTILITY UNIFIED INSURANCE PROGRAM TRUST
Special District·EPHRATA
COLUMBIA IRRIGATION DISTRICT
Special District·RICHLAND
COLUMBIA WATER AND POWER IRRIGATION DISTRICT
Special District·PATERSON
COUNTY VIEW WATER AND SEWER DISTRICT
Special District·RICHLAND
ENERGY NORTHWEST
Special District·RICHLAND
KENNEWICK IRRIGATION DISTRICT
Special District·KENNEWICK
KIONA IRRIGATION DISTRICT
Special District·BENTON CITY
PLYMOUTH WATER DISTRICT
Special District·PLYMOUTH
PORT OF BENTON
Special District·RICHLAND
RICHLAND PUBLIC FACILITIES DISTRICT
Special District·RICHLAND
SOUTHEAST WASHINGTON SPECIAL OPERATIONS GROUP
Special District·KENNEWICK
TRI CITY ESTATES WATER DISTRICT
Special District·RICHLAND
WEST BENTON FIRE RESCUE
Special District·PROSSER
PATERSON SCHOOL DISTRICT 50
School District·PATERSON
1208 FOUNDATION
Nonprofit Organization·RICHLAND
331150 TRI-CITIES
Nonprofit Organization·RICHLAND
3 RIVERS BICYCLE COALITION
Nonprofit Organization·Kennewick
3 Rivers Community Foundation
Nonprofit Organization·Kennewick
3 RIVERS CORVETTE CLUB
Nonprofit Organization·Richland
4-H CLUB & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·kennewick
4-H CLUBS & AFFILIATED 4-H ORGANIZATION
Nonprofit Organization·Kennewick
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Kennewick
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Kennewick
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Richland
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Benton City
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Kennewick
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Benton City
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Kennewick
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Ephrata
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Richland
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Richland
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·West Richland
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Kennewick
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Kennewick
4-H CLUBS AND AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Ephrata
50 CALIBERS
Nonprofit Organization·Kennewick
7TH DISTRICT BENEVOLENT ASSOCIATION
Nonprofit Organization·West Richland
A2Z ANIMAL SHELTERING SERVICES DBA
Nonprofit Organization·KENNEWICK
AACE INTERNATIONAL-RATTLESNAKE MOUNTAIN SECTION
Nonprofit Organization·Richland
ABILITIES
Nonprofit Organization·Richland
ACADEMICS ARE COOL
Nonprofit Organization·RICHLAND
Academy of Childrens Theatre
Nonprofit Organization·Richland
ACCESS TRI-CITIES
Nonprofit Organization·West Richland
ADAPTING
Nonprofit Organization·RICHLAND
ADMINISTRATIVE PROFESSIONALS OF TRI-CITIES
Nonprofit Organization·Richland
ADMINISTRATOR
Nonprofit Organization·KENNEWICK
ADOPTION CARE
Nonprofit Organization·Richland
ADOPT SHELTER ANIMAL PETS-
Nonprofit Organization·WEST RICHLAND
ADVANCEMENT OF GLOBALLY APPROPRIATE
Nonprofit Organization·BENTON CITY
AEC CARES
Nonprofit Organization·RICHLAND
AFFORDABLE SOLUTIONS PAYEE SERVICES
Nonprofit Organization·RICHLAND
AGLOW INTERNATIONAL
Nonprofit Organization·Kennewick
ALFRED S HORROCKS FAMILY ASSOCIATION
Nonprofit Organization·Kennewick
ALHUDA CENTER
Nonprofit Organization·RICHLAND
ALLIANCE FOR A LIVABLE AND SUSTAINABLE COMMUNITY
Nonprofit Organization·Kennewick
ALLIANCE OF WOMEN IN WASHINGTON WINE
Nonprofit Organization·Richland
ALLIED ARTS ASSOCIATION
Nonprofit Organization·RICHLAND
ALPHA NU MULTICULTURAL SORORITY NATIONAL BOARD OF DIRECTORS
Nonprofit Organization·Richland
ALTRUSA INTERNATIONAL MID-COLUMBIA
Nonprofit Organization·Richland
AMATEUR ATHLETIC UNION OF THE UNITED STATES
Nonprofit Organization·West Richland
AMATEUR ATHLETIC UNION OF THE UNITED STATES
Nonprofit Organization·Kennewick
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
Nonprofit Organization·Richland
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
Nonprofit Organization·Kennewick
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
Nonprofit Organization·Kennewick