Pomona Wealth Management, LLC

Overview

Pomona Wealth Management, LLC is an independent registered investment adviser that centers its work on financial planning and portfolio management for individuals, families and small businesses, with institutional clients also served. The firm registered with the SEC in 2024 and operates under an individual ownership model. Its stated fee structure combines a percentage-of-AUM schedule with the option of hourly charges for planning or advisory engagements. Investment activity shows a clear tilt toward liquid, exchange-traded equities as the core of client portfolios, supplemented by mutual funds and a broad set of third-party alternative managers. The adviser does not position itself as an ESG or pension consultant and indicates it is not a multi-state adviser. Most discretionary authority is held by the firm, which supports active portfolio construction and manager selection across both public markets and private/alternative strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices