Investment adviser · CRD 330544
HARMONY WEALTH PARTNERS
Investment adviser filing (IA)
HARMONY WEALTH PARTNERS LLC
BOSTON, MA, United States · Form ADV filed Nov 26, 2024
- Regulatory AUM
- $48.1M Form ADV · Item 5.F
- Client accounts
- 50 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 9 | $28,070,680 | 58.3% |
| Charities | Fewer than 5 | $17,750,714 | 36.9% |
| Individuals | Fewer than 5 | $1,064,264 | 2.2% |
| Retirement plans | Fewer than 5 | $972,927 | 2.0% |
| Corporations & businesses | Fewer than 5 | $282,008 | 0.6% |
Filing source
Form ADV 1916340 · Nov 26, 2024 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Nov 26, 2024. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
180 CANAL STREETBOSTON, MA, 02114, United States
CRD 330544
Filing source
Form ADV 1916340 · Nov 26, 2024 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.