HARMONY WEALTH ADVISORS, LLC

HARMONY WEALTH ADVISORS, LLC of EDGEWATER, MD is an SEC-registered investment adviser (CRD 315465). Regulatory assets under management: $22.0M.

Registration

• CRD: 315465
• Type: Registered investment adviser
• Location: 48 S SOUTH RIVER ROAD, EDGEWATER, MD, 21037
• Phone: 301-742-7330
• Latest filing: 2026-03-11
• Regulatory AUM: $22.0M
• Non-discretionary AUM: $22.0M
• Clients: 1
• Accounts: 87

Business model

Compensation: % of AUM, 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 315465 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search