HARMONEY WEALTH, PLLC

HARMONEY WEALTH, PLLC is an SEC-registered investment adviser (CRD 307483). Regulatory assets under management: $51.7M.

Registration

• CRD: 307483
• Type: Registered investment adviser
• Phone: 602-935-5155
• Latest filing: 2026-01-29
• Regulatory AUM: $51.7M
• Discretionary AUM: $51.7M
• Clients: 2
• Accounts: 353

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 307483 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search