# POMONA WEALTH MANAGEMENT, LLC

POMONA WEALTH MANAGEMENT, LLC of RICHLAND, WA is an SEC-registered investment adviser.

## Registration

- CRD: 329171
- Type: SEC-registered investment adviser
- SEC file number: 801-129338
- Location: 644 STEWART DRIVE, RICHLAND, WA, 99352
- Phone: 509-643-6028
- Latest filing: 2026-03-31
- Regulatory AUM: $289.8M
- Discretionary AUM: $288.9M
- Non-discretionary AUM: $876K
- Clients: 2
- Accounts: 658

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Kevin James Floyd | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| FLOYD DOUGLAS JAMES | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| KENNEWICK | WA | 1 | (509) 643-6028 |
| KENNEWICK | WA | 1 | (509) 643-6028 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/329171/brochure
- Similar advisers: https://search.stillhousedata.com/firm/329171/similar
- Related entities: https://search.stillhousedata.com/firm/329171/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/329171

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.