SYMPHONY WEALTH MANAGEMENT, LLC.

SYMPHONY WEALTH MANAGEMENT, LLC. is an SEC-registered investment adviser (CRD 283794). Regulatory assets under management: $111.7M.

Registration

• CRD: 283794
• SEC file number: 801-107877
• Type: Registered investment adviser
• Phone: 813-318-1526
• Latest filing: 2026-04-01
• Regulatory AUM: $111.7M
• Discretionary AUM: $111.7M
• Clients: 3
• Accounts: 7

Business model

Compensation: % of AUM.

Clients served: High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 283794 on SEC IAPD (source of record)
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