# HARMONY WEALTH PARTNERS LLC

HARMONY WEALTH PARTNERS LLC of BOSTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 330544
- Type: SEC-registered investment adviser
- SEC file number: 801-130381
- Location: 180 CANAL STREET, BOSTON, MA, 02114
- Phone: (617) 800-0388
- Latest filing: 2024-11-26
- Regulatory AUM: $48.1M
- Discretionary AUM: $48.1M
- Clients: 2
- Accounts: 50

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| MANNIX JOHN LEONARD | CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER / MANAGING MEMBER | — |
| MORSE MATTHEW STEPHEN | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER; MEMBER / CHIEF INVESTMENT OFFICER | — |
| Dunlap Thomas Vincent | PARTNER | — |
| DELLAROCCA KIMBERLY BETH | PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/330544/brochure
- Similar advisers: https://search.stillhousedata.com/firm/330544/similar
- Related entities: https://search.stillhousedata.com/firm/330544/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/330544

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.