Harmony Wealth Management LLC

Overview

Harmony Wealth Management LLC is an independent, owner-operated registered investment adviser that serves individual and family clients with a mix of financial planning, portfolio management and educational programming. The firm tilts toward equity-driven portfolios: its reported asset mix shows a clear preference for exchange-traded securities as the primary building block of client strategies. Service delivery includes both discretionary portfolio management and non-discretionary advisory relationships, and fee arrangements are flexible — percentage of AUM, hourly engagements and fixed-fee projects are all offered. Advisory activities emphasize conventional wealth-management services for individuals and small businesses, supplemented by client education through seminars and workshops. Harmony is not positioned as an ESG-focused manager and does not operate as a multi-state advisory platform; its client base appears concentrated and relationship-driven rather than institutional or pension-focused.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices