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HARMONY WEALTH MANAGEMENT LLC

Advisory

IN

Data as of Mar 23, 2026 · Source: SEC Form ADV

Rank in IN
#263
of 270 advisers by AUM
Average account
$449K
across 122 accounts
AUM per adviser
$55M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 23, 2026.

Total AUM
$55M
Discretionary %
36.1%
Clients
78
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$55M
Discretionary AUM$20M
Non-Discretionary AUM$35M
Discretionary %36.1%
Total Clients78
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InIL, IN
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in IN

Closest by assets under management. All figures from Form ADV.

BRIGHTSTONE ADVISORS LLP
FISHERS, IN
$55M
SOLVE CONSULTING GROUP, LLC
FORT WAYNE, IN
$54M
MCDONALD PRESLEY CAPITAL MANAGEMENT, INC.
FORT WAYNE, IN
$54M
+16.6% 1Y
URI CAPITAL MANAGEMENT, LLC
$54M
BLEND WEALTH ADVISORS LLC
INDIANAPOLIS, IN
$56M
DUNES FINANCIAL LLC
$56M

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