Harmoney Wealth, Pllc

Overview

Harmoney Wealth, Pllc is a small independent RIA focused on individual and family clients, operating as an owner-managed advisory practice. The firm provides financial planning, portfolio management for individuals and small businesses, and acts as a capital allocator by selecting outside advisers and managers on behalf of clients. Its fee model combines percentage-of-AUM and fixed-fee engagements. Investment activity skews toward equities, with a stated preference for exchange-traded securities as the largest component of client portfolios. The firm is not an active ESG investor and does not identify as a multi-state adviser. Harmoney Wealth maintains an industry affiliation with a law firm, which suggests a client mix or referral relationships tied to legal professionals and their planning needs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices