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HARMONY WEALTH ADVISORS, LLC
CRD 315465
48 S SOUTH RIVER ROAD, SUITE 101, EDGEWATER, MD, 21037, United States
Phone
301-742-7330
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$22.0M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 12 | $4.0M |
| High net worth individuals | 13 | $8.9M |
| Pension/profit sharing plans | 12 | $6.8M |
| Charitable organizations | 2 | $384K |
| Corporations/business entities | 3 | $1.9M |
All web addresses on file
Official SEC filing: View on IAPD