HARMONY WEALTH

HARMONY WEALTH is an SEC-registered investment adviser (CRD 314817). Regulatory assets under management: $7.3M.

Registration

• CRD: 314817
• Type: Registered investment adviser
• Phone: 608-571-4399
• Latest filing: 2026-03-20
• Regulatory AUM: $7.3M
• Discretionary AUM: $7.3M
• Clients: 1
• Accounts: 47

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 314817 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search