Harmony Asset Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Scottsdale, AZ. Its latest Form ADV filing, dated March 23, 2026, reports $463M in regulatory assets under management, 10 employees, 4 offices, and 602 accounts.
Assets Under Management
$463M
Employees
10
Offices
4 offices
Total Clients
275
Primary office
SCOTTSDALE, AZ
16220 N. SCOTTSDALE ROAD, SUITE 300, SCOTTSDALE, AZ, United States
Top client segmentIndividuals represent 48.4% of total clients.
Top client categories% of clientsClients
1
Individuals
48.4%
133
2
HNWI
48.4%
133
3
Corporations
2.5%
7
4
Charitable
0.7%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$463Mas of March 23, 2026
Discretionary90.1%
$417M
90% of total RAUM90.1%
Non-discretionary9.9%
$46M
10% of total RAUM9.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$463M
Total Accounts602
10Y AUM Change+$343M (+287.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee28:1
10Y Employee Change+6 (+150.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.