HARMONY WEALTH MANAGEMENT LLC

HARMONY WEALTH MANAGEMENT LLC is an SEC-registered investment adviser (CRD 304818). Regulatory assets under management: $54.7M.

Registration

• CRD: 304818
• Type: Registered investment adviser
• Phone: 219-902-4534
• Latest filing: 2026-03-23
• Regulatory AUM: $54.7M
• Discretionary AUM: $19.7M
• Non-discretionary AUM: $35.0M
• Clients: 1
• Accounts: 122

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 304818 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search