Harmony Asset Management LLC
Harmony Asset Management LLC is an SEC-registered wealth manager in Scottsdale, AZ with $462.5M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Harmony Asset Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 116069, SEC 801-118731, data through 2026-03-23.
- AUM (assets under management / regulatory AUM)
- $462.5M (2026-03-23)
- Firm type
- Wealth Manager
- Location
- Scottsdale, AZ
- Employees
- 10
- Clients
- 275
- CRD
- 116069
- Ownership
- ROSENFIELD, ALAN, EDWARD
How much AUM does Harmony Asset Management LLC have?
Harmony Asset Management LLC reported $462.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-23).
Who owns Harmony Asset Management LLC?
Disclosed owners and executives of Harmony Asset Management LLC include ROSENFIELD, ALAN, EDWARD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.