# Harmony Asset Management

Harmony Asset Management is a Bank / Wealth / Trust based in Scottsdale, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Scottsdale, United States
- **Region:** North America
- **Address:** Scottsdale, AZ, United States
- **Founded:** 2020
- **Assets under management:** Undisclosed
- **Website:** www.harmonyam.com
- **LinkedIn:** https://www.linkedin.com/company/harmony-asset-management-llc

## Regulatory record

- **CRD number:** 116069
- **SEC file number:** 801-118731
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-23T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0

## About

Harmony Asset Management is an SEC-registered investment adviser in Scottsdale, Arizona, registered since 2020. The firm manages $463 million in assets, with $417 million on a discretionary basis. Harmony Asset Management has 10 employees and 9 investment advisers.

## Related profiles

- [Harmonie Mutuelle](https://altss.com/profile/harmonie-mutuelle)
- [Harold Dance Investments](https://altss.com/profile/harold-dance-investments)

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Updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/harmony-asset-management

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