Symphony Wealth Management
Symphony Wealth Management is an SEC-registered wealth manager with $111.7M assets under management (AUM, regulatory AUM), -8% over one year. See who owns Symphony Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 283794, SEC 801-107877, data through 2026-04-01.
- AUM (assets under management / regulatory AUM)
- $111.7M (2026-04-01)
- Firm type
- Wealth Manager
- Employees
- 3
- Clients
- 6
- CRD
- 283794
- Ownership
- DANIELS, KEVIN, CHRISTIAN
How much AUM does Symphony Wealth Management have?
Symphony Wealth Management reported $111.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-01).
Who owns Symphony Wealth Management?
Disclosed owners and executives of Symphony Wealth Management include DANIELS, KEVIN, CHRISTIAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.