RIA Intel›Advisers›Arizona›HARMONEY WEALTH, PLLC

HARMONEY WEALTH, PLLC

Advisory

AZ

Data as of Jan 29, 2026 · Source: SEC Form ADV

Rank in AZ

#377

of 387 advisers by AUM

Average account

$146K

across 353 accounts

AUM per adviser

$26M

2 advisers

Source: SEC Form ADV. Figures as filed Jan 29, 2026.

Total AUM

$52M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$52M

Discretionary AUM$52M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients93

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureOther (specify)

Fiscal Year EndDecember

Operates InAZ, MN, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

93 clients

14 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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