RIA Intel›Advisers›Utah›POMEGRANATE FINANCIAL LLC

POMEGRANATE FINANCIAL LLC

Advisory

UT

Data as of Feb 13, 2026 · Source: SEC Form ADV

Average account

$229K

across 36 accounts

AUM per adviser

$8M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 13, 2026.

Total AUM

$8M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$8M

Discretionary AUM$8M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients35

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InTX, UT

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

35 clients

2 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in UT

Closest by assets under management. All figures from Form ADV.

ROAN, MICHAEL CLARK

$8M

VANTAGE POINT WEALTH MANAGEMENT, LLC

$8M

ZIONS INVESTMENT SECURITIES, INC.

SALT LAKE CITY, UT

$8M

MAXIMUS WEALTH ADVISORS LLC

SALT LAKE CITY, UT

$8M

MERIDIAN ASSET MANAGEMENT LLC

COTTONWOOD HEIGHTS, UT

$9M

CENTURY FUNDS MANAGEMENT INC

$8M

Get the full picture on POMEGRANATE FINANCIAL LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track POMEGRANATE FINANCIAL LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans