POM WEALTH MANAGEMENT US LLC

Adviser information for POM WEALTH MANAGEMENT US LLC last updated from Form ADV on March 14th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Delaware, United States

Employees

Total Number of Employees	2
Investment Advisory/Research	1
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	0
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	No

Clients

Type	Number	RAUM
Individuals	0	$0
HNW Individuals	0	$0
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	0	$0
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	0

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businesses
Compensation	% of AUM

Identifiers

SEC RIA File Number	801-129670
SEC ERA File Number	801-129670
SEC CIK Numbers	None
SEC CRD Numbers	329385
Legal Entity Identifier	None

Principal Office

AVENIDA ANGELICA, 2529
4TH FLOOR
S�O PAULO
Brazil

Monday - Friday, 9 AM TO 5 PM

Tel: +5511956560488, Fax: None

Chief Compliance Officer

IGOR NISHIMURA

CEO

AVENIDA ANGELICA, 2529

4TH FLOOR

S�O PAULO

Brazil

Tel: +5511956560488

I*************@********M

(Full email address available in API data)

Regulatory Contact

CARLOS GONZALEZ-STAWINSKI

CONSULTANT

1655 N. COMMERCE PARKWAY

SUITE 301

WESTON

United States

Tel: 9577273117

C*****@**********M