AUMdb
PW

Pom Wealth Management Us Llc

SEC-registered Investment Adviser CRD 329385 · SEC file 801-129670 · São Paulo
☆ Save with Pro ADV data as of Mar 10, 2026
Regulatory AUM
Discretionary
Clients
0
Avg AUM / client
Accounts
Employees
2

Who they serve

Client typeClientsAUM% of AUM

People (1)

NameRole / titleCredentialsWith firm sinceOwnership
Nishimura, Igor, Takeshi Cco And Ceo Jan 2020 (7y) ≈ 42.19% – 100% via Smurf International Ltd.

Entity owners (Schedule A/B)

EntityTitle / statusSinceSch.Ownership
Pom Wealth Management Holding Ltd. Member Oct 2023 A 75% or more
Smurf International Ltd. Shareholder Apr 2022 B ≈ 56.25% – 100% via Pom Wealth Management Holding Ltd.

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Estimated effective ownership (look-through of filed bands):

  • Nishimura, Igor, Takeshi: 75% – 100% of Smurf International Ltd. × 75% – 100% of Pom Wealth Management Holding Ltd. × 75% – 100% direct ≈ 42.19% – 100% of the firm
  • Smurf International Ltd.: 75% – 100% of Pom Wealth Management Holding Ltd. × 75% – 100% direct ≈ 56.25% – 100% of the firm

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/10/2026 1010 KB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management

Services

  • Financial planning services
  • Portfolio management for individuals/small businesses

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 10, 2026.

View current Form ADV (SEC/IAPD) ↗