HARMONY ASSET MANAGEMENT LLC
B51
CRD 116069·SEC 801-118731·SCOTTSDALE, AZ
AUM
$462.5M
$100M-$500M
Est. Revenue
$4.6M
@ 1% on AUM
Est. EBITDA
$1.4M
@ 30% margin
Est. Deal Value
$11.1M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'21 · $119.3M
'22 · $108.9M
'23 · $116.7M
'25 · $393.6M
'26 · $462.5M
'21'26
$119.3M → $462.5M▲ +288%
Client mix
| Individuals High Net Worth | 133 |
| Individuals Other | 133 |
| Corporations | 7 |
| Charitable Organizations | 2 |
Operations
Advisory staff (5-yr trend)
'21 · 3 advisors
'22 · 5 advisors
'23 · 6 advisors
'25 · 8 advisors
'26 · 9 advisors
'21'26
3 advisors → 9 advisors▲ +200%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (12)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
C/O HARMONY ASSET MANAGEMENT LLC15169 N SCOTTSDALE ROAD, SUITE 205SCOTTSDALE, AZ 85254
Business
C/O HARMONY ASSET MANAGEMENT LLC15169 N SCOTTSDALE ROAD, SUITE 205SCOTTSDALE, AZ 85254